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EQH icon

NewEdge Advisors’s Equitable Holdings EQH Stock Holding History

NewEdge 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
2026
Q2 		– Sell
-45
Closed -$1.67K – 4252
2026
Q1 		$1.67K Buy
+45
New +$1.93K ﹤0.01% 3837
2025
Q3 		– Sell
-117
Closed -$6.56K – 4139
2025
Q2 		$6.56K Buy
+117
New +$6.02K ﹤0.01% 3332
2024
Q2 		– Sell
-327
Closed -$12.4K – 3861
2024
Q1 		$12.4K Buy
327
+2
+0.6% +$68 ﹤0.01% 2797
2023
Q4 		$10.8K Buy
325
+13
+4% +$381 ﹤0.01% 2813
2023
Q3 		$8.85K Buy
312
+3
+1% +$85 ﹤0.01% 2613
2023
Q2 		$8.4K Sell
309
-117
-27% -$2.96K ﹤0.01% 2654
2023
Q1 		$10.8K Sell
426
-1,567
-79% -$46.2K ﹤0.01% 2541
2022
Q4 		$45K Buy
+1,993
New +$59K ﹤0.01% 1764

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NewEdge Advisors's EQH Position: Q2 2026 in Review

NewEdge Advisors sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 45 shares — an estimated $1.67K sold.

NewEdge Advisors first reported a position in EQH in Q4 2022 and held it in 8 quarters. The position peaked at $45K in Q4 2022. 364 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • NewEdge Advisors reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 45 Equitable Holdings shares in Q2 2026, an estimated $1.67K.
  • NewEdge Advisors first reported a position in Equitable Holdings in Q4 2022 and held it in 8 quarters.
  • NewEdge Advisors's Equitable Holdings position peaked at $45K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.