New Age Alpha Advisors’s Equitable Holdings EQH Stock Holding History

New Age Alpha Advisors’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-63,900	Closed	-$3.24M	–	811
2025 Q3	$3.24M	Sell	63,900 -1,959	-3%	-$104K	0.14%	209
2025 Q2	$3.69M	Buy	+65,859	New	+$3.39M	0.16%	177
2025 Q1	–	Sell	-38,307	Closed	-$1.81M	–	950
2024 Q4	$1.81M	Buy	+38,307	New	+$1.77M	0.07%	341

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

New Age Alpha Advisors's EQH Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 63,900 shares — an estimated $3.24M sold.

New Age Alpha Advisors first reported a position in EQH in Q4 2024 and held it in 3 quarters. The position peaked at $3.69M in Q2 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

New Age Alpha Advisors reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 63,900 Equitable Holdings shares in Q4 2025, an estimated $3.24M.
New Age Alpha Advisors first reported a position in Equitable Holdings in Q4 2024 and held it in 3 quarters.
New Age Alpha Advisors's Equitable Holdings position peaked at $3.69M in Q2 2025.
552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.