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Oak Thistle LLC’s Equitable Holdings EQH Stock Holding History

Oak Thistle LLC’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 		$1.09M Sell
24,858
-155,341
-86% -$6.49M 0.11% 323
2026
Q1 		$6.69M Buy
180,199
+140,970
+359% +$6.04M 0.65% 10
2025
Q4 		$1.87M Buy
+39,229
New +$1.86M 0.26% 131
2025
Q2 		– Sell
-49,886
Closed -$2.6M – 502
2025
Q1 		$2.6M Buy
+49,886
New +$2.61M 0.52% 47
2024
Q4 		– Sell
-66,189
Closed -$2.78M – 445
2024
Q3 		$2.78M Buy
66,189
+53,930
+440% +$2.21M 0.9% 3
2024
Q2 		$501K Buy
+12,259
New +$480K 0.37% 108
2024
Q1 		– Sell
-43,394
Closed -$1.45M – 366
2023
Q4 		$1.45M Buy
43,394
+18,479
+74% +$541K 0.42% 56
2023
Q3 		$707K Sell
24,915
-14,686
-37% -$415K 0.21% 210
2023
Q2 		$1.08M Buy
+39,601
New +$1M 0.57% 29
2022
Q3 		– Sell
-12,067
Closed -$315K – 148
2022
Q2 		$315K Sell
12,067
-9,424
-44% -$273K 0.61% 61
2022
Q1 		$664K Sell
21,491
-3,979
-16% -$131K 0.35% 98
2021
Q4 		$836K Buy
+25,470
New +$836K 0.65% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Oak Thistle LLC's EQH Position: Q2 2026 in Review

Oak Thistle LLC reduced its Equitable Holdings (EQH) stake by 86% in Q2 2026, selling an estimated $6.49M and leaving 24,858 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #323.

Oak Thistle LLC first reported a position in EQH in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.69M in Q1 2026. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Oak Thistle LLC held 24,858 shares of Equitable Holdings worth $1.09M as of Q2 2026.
  • Oak Thistle LLC sold 155,341 Equitable Holdings shares in Q2 2026, an estimated $6.49M.
  • Equitable Holdings made up 0.11% of Oak Thistle LLC's portfolio in Q2 2026, its #323 holding.
  • Oak Thistle LLC first reported a position in Equitable Holdings in Q4 2021 and has held it in 12 quarters since.
  • Oak Thistle LLC's Equitable Holdings position peaked at $6.69M in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.