Oppenheimer & Co’s Equitable Holdings EQH Stock Holding History

Oppenheimer & Co’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
2025 Q2	–	Sell	-4,831	Closed	-$252K	–	1634
2025 Q1	$252K	Buy	+4,831	New	+$253K	﹤0.01%	1352
2021 Q3	–	Sell	-8,434	Closed	-$257K	–	1512
2021 Q2	$257K	Sell	8,434 -4,000	-32%	-$130K	﹤0.01%	1317
2021 Q1	$405K	Buy	+12,434	New	+$358K	0.01%	1047
2020 Q1	–	Sell	-14,385	Closed	-$356K	–	1229
2019 Q4	$356K	Buy	+14,385	New	+$333K	0.01%	965

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oppenheimer & Co's EQH Position: Q2 2025 in Review

Oppenheimer & Co sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 4,831 shares — an estimated $252K sold.

Oppenheimer & Co first reported a position in EQH in Q4 2019 and held it in 4 quarters. The position peaked at $405K in Q1 2021. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Oppenheimer & Co reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Oppenheimer & Co sold 4,831 Equitable Holdings shares in Q2 2025, an estimated $252K.
Oppenheimer & Co first reported a position in Equitable Holdings in Q4 2019 and held it in 4 quarters.
Oppenheimer & Co's Equitable Holdings position peaked at $405K in Q1 2021.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.