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New Vernon Investment Management’s Equitable Holdings EQH Stock Holding History

New Vernon Investment Management’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
2026
Q1 		$1.44M Sell
38,710
-61,639
-61% -$2.64M 1.53% 24
2025
Q4 		$4.78M Hold
100,349
– – 4.66% 9
2025
Q3 		$5.1M Hold
100,349
– – 4.76% 7
2025
Q2 		$5.63M Buy
100,349
+10,550
+12% +$543K 6.55% 4
2025
Q1 		$4.68M Buy
89,799
+83,231
+1,267% +$4.36M 6.26% 4
2024
Q4 		$2.38M Sell
6,568
-75,920
-92% -$3.51M 3.15% 14
2024
Q3 		$3.47M Buy
82,488
+5,933
+8% +$243K 3.73% 10
2024
Q2 		$3.13M Sell
76,555
-10,937
-13% -$428K 4.06% 11
2024
Q1 		$3.33M Buy
+87,492
New +$2.98M 2.83% 13

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Vernon Investment Management's EQH Position: Q1 2026 in Review

New Vernon Investment Management reduced its Equitable Holdings (EQH) stake by 61% in Q1 2026, selling an estimated $2.64M and leaving 38,710 shares worth $1.44M. The position accounts for 1.53% of the portfolio, ranked #24.

New Vernon Investment Management first reported a position in EQH in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.63M in Q2 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • New Vernon Investment Management held 38,710 shares of Equitable Holdings worth $1.44M as of Q1 2026.
  • New Vernon Investment Management sold 61,639 Equitable Holdings shares in Q1 2026, an estimated $2.64M.
  • Equitable Holdings made up 1.53% of New Vernon Investment Management's portfolio in Q1 2026, its #24 holding.
  • New Vernon Investment Management first reported a position in Equitable Holdings in Q1 2024 and has held it in 9 quarters since.
  • New Vernon Investment Management's Equitable Holdings position peaked at $5.63M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.