New York Life Investment Management’s Equitable Holdings EQH Stock Holding History

New York Life 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 Q2	$8.03M	Buy	183,046 +147,561	+416%	+$6.17M	0.06%	267
2026 Q1	$1.32M	Buy	35,485 +7,068	+25%	+$303K	0.01%	620
2025 Q4	$1.35M	Sell	28,417 -3,086	-10%	-$146K	0.01%	566
2025 Q3	$1.6M	Sell	31,503 -1,341	-4%	-$71K	0.01%	577
2025 Q2	$1.84M	Sell	32,844 -1,679	-5%	-$86.4K	0.02%	548
2025 Q1	$1.8M	Sell	34,523 -692	-2%	-$36.2K	0.02%	559
2024 Q4	$1.66M	Sell	35,215 -4,702	-12%	-$217K	0.02%	577
2024 Q3	$1.68M	Sell	39,917 -1,992	-5%	-$81.7K	0.02%	605
2024 Q2	$1.71M	Buy	+41,909	New	+$1.64M	0.02%	589
2023 Q4	–	Sell	-40,481	Closed	-$1.15M	–	1320
2023 Q3	$1.15M	Buy	40,481 +18,785	+87%	+$530K	0.01%	604
2023 Q2	$589K	Buy	+21,696	New	+$549K	0.01%	653

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Investment Management's EQH Position: Q2 2026 in Review

New York Life Investment Management increased its Equitable Holdings (EQH) stake by 416% in Q2 2026, buying an estimated $6.17M and bringing the position to 183,046 shares worth $8.03M. The position accounts for 0.06% of the portfolio, ranked #267.

New York Life Investment Management first reported a position in EQH in Q2 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

New York Life Investment Management held 183,046 shares of Equitable Holdings worth $8.03M as of Q2 2026.
New York Life Investment Management bought 147,561 Equitable Holdings shares in Q2 2026, an estimated $6.17M.
Equitable Holdings made up 0.06% of New York Life Investment Management's portfolio in Q2 2026, its #267 holding.
New York Life Investment Management first reported a position in Equitable Holdings in Q2 2023 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.