Osaic Holdings
EQH icon

Osaic Holdings’s Equitable Holdings EQH Stock Holding History

Osaic Holdings’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 		$283K Buy
6,450
+1,419
+28% +$59.3K ﹤0.01% 4140
2026
Q1 		$187K Sell
5,031
-810
-14% -$34.7K ﹤0.01% 4204
2025
Q4 		$278K Sell
5,841
-1,471
-20% -$69.8K ﹤0.01% 3877
2025
Q3 		$382K Buy
7,312
+76
+1% +$4.03K ﹤0.01% 3656
2025
Q2 		$406K Buy
7,236
+1,877
+35% +$96.5K ﹤0.01% 3331
2025
Q1 		$279K Buy
5,359
+925
+21% +$48.4K ﹤0.01% 3365
2024
Q4 		$147K Buy
4,434
+1,270
+40% +$58.6K ﹤0.01% 3872
2024
Q3 		$133K Sell
3,164
-1,941
-38% -$79.6K ﹤0.01% 3992
2024
Q2 		$209K Buy
5,105
+1,530
+43% +$59.9K ﹤0.01% 3517
2024
Q1 		$136K Sell
3,575
-18,185
-84% -$618K ﹤0.01% 4012
2023
Q4 		$724K Buy
21,760
+7,780
+56% +$228K ﹤0.01% 2831
2023
Q3 		$397K Buy
13,980
+2,853
+26% +$80.5K ﹤0.01% 3451
2023
Q2 		$302K Sell
11,127
-6,600
-37% -$167K ﹤0.01% 3575
2023
Q1 		$450K Sell
17,727
-975
-5% -$28.8K ﹤0.01% 3191
2022
Q4 		$538K Buy
18,702
+4,896
+35% +$145K ﹤0.01% 2957
2022
Q3 		$365K Buy
13,806
+1,668
+14% +$47.4K ﹤0.01% 3197
2022
Q2 		$316K Sell
12,138
-952
-7% -$27.6K ﹤0.01% 3376
2022
Q1 		$421K Sell
13,090
-35,819
-73% -$1.18M ﹤0.01% 3380
2021
Q4 		$1.6M Buy
48,909
+25,976
+113% +$853K ﹤0.01% 1971
2021
Q3 		$680K Sell
22,933
-907
-4% -$27.5K ﹤0.01% 2712
2021
Q2 		$726K Sell
23,840
-1,162
-5% -$37.9K ﹤0.01% 2632
2021
Q1 		$817K Sell
25,002
-348
-1% -$10K ﹤0.01% 2410
2020
Q4 		$645K Buy
25,350
+8,961
+55% +$210K ﹤0.01% 2419
2020
Q3 		$300K Buy
16,389
+4,957
+43% +$99.7K ﹤0.01% 2881
2020
Q2 		$224K Buy
11,432
+1,500
+15% +$26.8K ﹤0.01% 3037
2020
Q1 		$144K Buy
+9,932
New +$217K ﹤0.01% 3163

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

Osaic Holdings's EQH Position: Q2 2026 in Review

Osaic Holdings increased its Equitable Holdings (EQH) stake by 28% in Q2 2026, buying an estimated $59.3K and bringing the position to 6,450 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Osaic Holdings first reported a position in EQH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.6M in Q4 2021. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Osaic Holdings held 6,450 shares of Equitable Holdings worth $283K as of Q2 2026.
  • Osaic Holdings bought 1,419 Equitable Holdings shares in Q2 2026, an estimated $59.3K.
  • Equitable Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4140 holding.
  • Osaic Holdings first reported a position in Equitable Holdings in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Equitable Holdings position peaked at $1.6M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.