Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Equitable Holdings EQH Stock Holding History

Northwestern Mutual Wealth 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 		$83.9K Buy
2,262
+400
+21% +$17.1K ﹤0.01% 2244
2025
Q4 		$88.7K Sell
1,862
-163
-8% -$7.73K ﹤0.01% 2185
2025
Q3 		$103K Sell
2,025
-1,614
-44% -$85.5K ﹤0.01% 2032
2025
Q2 		$204K Buy
3,639
+654
+22% +$33.6K ﹤0.01% 1733
2025
Q1 		$155K Buy
2,985
+1,922
+181% +$101K ﹤0.01% 1770
2024
Q4 		$50.1K Buy
1,063
+101
+10% +$4.66K ﹤0.01% 2185
2024
Q3 		$40.4K Buy
962
+86
+10% +$3.53K ﹤0.01% 2235
2024
Q2 		$35.8K Sell
876
-55
-6% -$2.15K ﹤0.01% 2209
2024
Q1 		$35.4K Buy
931
+20
+2% +$680 ﹤0.01% 2212
2023
Q4 		$30.3K Buy
911
+164
+22% +$4.8K ﹤0.01% 2253
2023
Q3 		$21.2K Buy
747
+27
+4% +$762 ﹤0.01% 2296
2023
Q2 		$19.5K Sell
720
-14
-2% -$354 ﹤0.01% 2326
2023
Q1 		$18.6K Buy
734
+260
+55% +$7.67K ﹤0.01% 2276
2022
Q4 		$13.6K Sell
474
-306
-39% -$9.06K ﹤0.01% 2385
2022
Q3 		$21K Buy
780
+149
+24% +$4.24K ﹤0.01% 2198
2022
Q2 		$16K Buy
631
+208
+49% +$6.03K ﹤0.01% 2344
2022
Q1 		$13K Sell
423
-18
-4% -$593 ﹤0.01% 2441
2021
Q4 		$15K Buy
441
+341
+341% +$11.2K ﹤0.01% 2435
2021
Q3 		$3K Buy
+100
New +$3.03K ﹤0.01% 2775
2021
Q2 		– Sell
-13
Closed – – 3053
2021
Q1 		$0 Buy
+13
New +$375 ﹤0.01% 2825
2020
Q1 		– Sell
-19
Closed – – 2607
2019
Q4 		$0 Buy
+19
New +$440 ﹤0.01% 2447

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

Northwestern Mutual Wealth Management's EQH Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Equitable Holdings (EQH) stake by 21% in Q1 2026, buying an estimated $17.1K and bringing the position to 2,262 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Northwestern Mutual Wealth Management first reported a position in EQH in Q4 2019 and has held it in 21 quarters since. The position peaked at $204K in Q2 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,262 shares of Equitable Holdings worth $83.9K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 400 Equitable Holdings shares in Q1 2026, an estimated $17.1K.
  • Equitable Holdings made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2244 holding.
  • Northwestern Mutual Wealth Management first reported a position in Equitable Holdings in Q4 2019 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's Equitable Holdings position peaked at $204K in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.