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North Star Investment Management’s Equitable Holdings EQH Stock Holding History

North Star 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 		$3.33K Buy
76
+64
+533% +$2.68K ﹤0.01% 1333
2026
Q1 		$445 Sell
12
-43
-78% -$1.84K ﹤0.01% 1636
2025
Q4 		$2.62K Buy
+55
New +$2.61K ﹤0.01% 1271

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

North Star Investment Management's EQH Position: Q2 2026 in Review

North Star Investment Management increased its Equitable Holdings (EQH) stake by 533% in Q2 2026, buying an estimated $2.68K and bringing the position to 76 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

North Star Investment Management first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • North Star Investment Management held 76 shares of Equitable Holdings worth $3.33K as of Q2 2026.
  • North Star Investment Management bought 64 Equitable Holdings shares in Q2 2026, an estimated $2.68K.
  • Equitable Holdings made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1333 holding.
  • North Star Investment Management first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.