Ostrum Asset Management’s Equitable Holdings EQH Stock Holding History

Ostrum Asset 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	$1.13M	Buy	30,567 +28,007	+1,094%	+$1.2M	0.06%	207
2025 Q4	$122K	Sell	2,560 -850	-25%	-$40.3K	0.01%	507
2025 Q3	$173K	Sell	3,410 -106	-3%	-$5.62K	0.01%	503
2025 Q2	$197K	Sell	3,516 -101	-3%	-$5.2K	0.01%	491
2025 Q1	$188K	Sell	3,617 -96	-3%	-$5.03K	0.01%	507
2024 Q4	$175K	Sell	3,713 -155	-4%	-$7.16K	0.02%	522
2024 Q3	$163K	Buy	3,868 +47	+1%	+$1.93K	0.01%	513
2024 Q2	$156K	Sell	3,821 -298	-7%	-$11.7K	0.01%	529
2024 Q1	$157K	Hold	4,119	–	–	0.01%	561
2023 Q4	$137K	Sell	4,119 -20,742	-83%	-$607K	0.01%	559
2023 Q3	$706K	Buy	24,861 +14,422	+138%	+$407K	0.07%	380
2023 Q2	$284K	Buy	10,439 +9	+0.1%	+$228	0.02%	502
2023 Q1	$265K	Buy	+10,430	New	+$308K	0.02%	504

Other funds holding EQH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Ostrum Asset Management's EQH Position: Q1 2026 in Review

Ostrum Asset Management increased its Equitable Holdings (EQH) stake by 1,094% in Q1 2026, buying an estimated $1.2M and bringing the position to 30,567 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #207.

Ostrum Asset Management first reported a position in EQH in Q1 2023 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Ostrum Asset Management held 30,567 shares of Equitable Holdings worth $1.13M as of Q1 2026.
Ostrum Asset Management bought 28,007 Equitable Holdings shares in Q1 2026, an estimated $1.2M.
Equitable Holdings made up 0.06% of Ostrum Asset Management's portfolio in Q1 2026, its #207 holding.
Ostrum Asset Management first reported a position in Equitable Holdings in Q1 2023 and has held it in 13 quarters since.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.