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Orion Portfolio Solutions’s Equitable Holdings EQH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$838K Sell
16,092
-287
-2% -$15K 0.01% 1177
2024
Q4 		$773K Sell
16,379
-103
-0.6% -$4.76K 0.01% 1179
2024
Q3 		$693K Buy
16,482
+9,464
+135% +$388K 0.01% 1207
2024
Q2 		$287K Buy
+7,018
New +$275K ﹤0.01% 1477
2020
Q3 		– Sell
-141
Closed -$3K – 901
2020
Q2 		$3K Sell
141
-79
-36% -$1.41K ﹤0.01% 1636
2020
Q1 		$3K Buy
+220
New +$4.8K ﹤0.01% 1442

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Orion Portfolio Solutions's EQH Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Equitable Holdings (EQH) stake by 1.8% in Q1 2025, selling an estimated $15K and leaving 16,092 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #1177.

Orion Portfolio Solutions first reported a position in EQH in Q1 2020 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Orion Portfolio Solutions held 16,092 shares of Equitable Holdings worth $838K as of Q1 2025.
  • Orion Portfolio Solutions sold 287 Equitable Holdings shares in Q1 2025, an estimated $15K.
  • Equitable Holdings made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1177 holding.
  • Orion Portfolio Solutions first reported a position in Equitable Holdings in Q1 2020 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.