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Parkworth Wealth Management’s Equitable Holdings EQH Stock Holding History

Parkworth Wealth 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
2025
Q2 		$898 Buy
16
+6
+60% +$309 ﹤0.01% 446
2025
Q1 		$521 Hold
10
– – ﹤0.01% 406
2024
Q4 		$472 Buy
+10
New +$462 ﹤0.01% 448

Other funds holding EQH

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's EQH Position: Q2 2025 in Review

Parkworth Wealth Management increased its Equitable Holdings (EQH) stake by 60% in Q2 2025, buying an estimated $309 and bringing the position to 16 shares worth $898. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Parkworth Wealth Management first reported a position in EQH in Q4 2024 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Parkworth Wealth Management held 16 shares of Equitable Holdings worth $898 as of Q2 2025.
  • Parkworth Wealth Management bought 6 Equitable Holdings shares in Q2 2025, an estimated $309.
  • Equitable Holdings made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #446 holding.
  • Parkworth Wealth Management first reported a position in Equitable Holdings in Q4 2024 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.