Nisa Investment Advisors
EQH icon

Nisa Investment Advisors’s Equitable Holdings EQH Stock Holding History

Nisa Investment 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
Q1 		$1.2M Sell
32,428
-907
-3% -$38.9K ﹤0.01% 738
2025
Q4 		$1.59M Buy
33,335
+3,423
+11% +$162K 0.01% 697
2025
Q3 		$1.52M Sell
29,912
-5,381
-15% -$285K 0.01% 718
2025
Q2 		$1.98M Sell
35,293
-3,628
-9% -$187K 0.01% 639
2025
Q1 		$2.03M Buy
38,921
+25,101
+182% +$1.31M 0.01% 640
2024
Q4 		$652K Buy
13,820
+65
+0.5% +$3K ﹤0.01% 992
2024
Q3 		$578K Hold
13,755
– – ﹤0.01% 1006
2024
Q2 		$562K Buy
13,755
+95
+0.7% +$3.72K ﹤0.01% 1042
2024
Q1 		$519K Sell
13,660
-46,915
-77% -$1.6M ﹤0.01% 1072
2023
Q4 		$2.02M Sell
60,575
-18,885
-24% -$553K 0.01% 656
2023
Q3 		$2.26M Sell
79,460
-20,246
-20% -$572K 0.02% 628
2023
Q2 		$2.71M Buy
99,706
+76,556
+331% +$1.94M 0.02% 585
2023
Q1 		$588K Buy
23,150
+250
+1% +$7.38K ﹤0.01% 1011
2022
Q4 		$657K Sell
22,900
-26,697
-54% -$790K 0.01% 1040
2022
Q3 		$1.31M Buy
49,597
+26,697
+117% +$759K 0.01% 747
2022
Q2 		$597K Hold
22,900
– – 0.01% 992
2022
Q1 		$708K Hold
22,900
– – 0.01% 977
2021
Q4 		$770K Sell
22,900
-300
-1% -$9.85K 0.01% 903
2021
Q3 		$688 Sell
23,200
-200
-0.9% -$6.05K ﹤0.01% 1028
2021
Q2 		$713 Sell
23,400
-2,700
-10% -$88.1K ﹤0.01% 1044
2021
Q1 		$851 Hold
26,100
– – 0.01% 1023
2020
Q4 		$668K Sell
26,100
-1,520
-6% -$35.6K ﹤0.01% 1074
2020
Q3 		$504K Sell
27,620
-32,655
-54% -$657K ﹤0.01% 1047
2020
Q2 		$1.16M Buy
60,275
+34,175
+131% +$611K 0.01% 743
2020
Q1 		$377K Buy
+26,100
New +$570K ﹤0.01% 1016
2019
Q3 		– Sell
-67,392
Closed -$1.41M – 2021
2019
Q2 		$1.41M Buy
67,392
+58,664
+672% +$1.26M 0.01% 735
2019
Q1 		$176K Buy
+8,728
New +$167K ﹤0.01% 1341

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's EQH Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Equitable Holdings (EQH) stake by 2.7% in Q1 2026, selling an estimated $38.9K and leaving 32,428 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Nisa Investment Advisors first reported a position in EQH in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.71M in Q2 2023. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Nisa Investment Advisors held 32,428 shares of Equitable Holdings worth $1.2M as of Q1 2026.
  • Nisa Investment Advisors sold 907 Equitable Holdings shares in Q1 2026, an estimated $38.9K.
  • Equitable Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #738 holding.
  • Nisa Investment Advisors first reported a position in Equitable Holdings in Q1 2019 and has held it in 27 quarters since.
  • Nisa Investment Advisors's Equitable Holdings position peaked at $2.71M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.