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EQH icon

&Partners’s Equitable Holdings EQH Stock Holding History

&Partners’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 		$1.56M Sell
42,604
-4,653
-10% -$199K 0.01% 1044
2025
Q4 		$2.25M Sell
47,257
-659
-1% -$31.2K 0.01% 809
2025
Q3 		$2.43M Sell
47,916
-1,249
-3% -$66.2K 0.02% 678
2025
Q2 		$2.76M Buy
49,165
+2,022
+4% +$104K 0.02% 541
2025
Q1 		$2.44M Sell
47,143
-2,324
-5% -$122K 0.03% 473
2024
Q4 		$2.36M Buy
49,467
+9,355
+23% +$432K 0.03% 443
2024
Q3 		$1.69M Buy
40,112
+5,784
+17% +$237K 0.03% 399
2024
Q2 		$1.4M Buy
34,328
+254
+0.7% +$9.95K 0.06% 269
2024
Q1 		$1.3M Buy
34,074
+13
+0% +$442 0.18% 112
2023
Q4 		$1.13M Buy
34,061
+15
+0% +$439 0.28% 86
2023
Q3 		$967K Sell
34,046
-2,099
-6% -$59.3K 0.45% 44
2023
Q2 		$982K Buy
36,145
+7,077
+24% +$179K 0.44% 45
2023
Q1 		$738K Buy
29,068
+12
+0% +$354 0.35% 57
2022
Q4 		$834K Sell
29,056
-3,137
-10% -$92.9K 0.41% 53
2022
Q3 		$848K Buy
32,193
+13
+0% +$369 0.49% 48
2022
Q2 		$839K Buy
32,180
+13
+0% +$377 0.48% 45
2022
Q1 		$994K Buy
32,167
+11
+0% +$363 0.56% 38
2021
Q4 		$1.05M Sell
32,156
-304
-0.9% -$9.98K 0.64% 37
2021
Q3 		$962K Buy
32,460
+4,096
+14% +$124K 0.61% 41
2021
Q2 		$864K Buy
28,364
+4,061
+17% +$132K 0.56% 41
2021
Q1 		$803K Buy
24,303
+1,836
+8% +$52.9K 0.58% 42
2020
Q4 		$575K Buy
+22,467
New +$525K 0.48% 54

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's EQH Position: Q1 2026 in Review

&Partners reduced its Equitable Holdings (EQH) stake by 9.8% in Q1 2026, selling an estimated $199K and leaving 42,604 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1044.

&Partners first reported a position in EQH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.76M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • &Partners held 42,604 shares of Equitable Holdings worth $1.56M as of Q1 2026.
  • &Partners sold 4,653 Equitable Holdings shares in Q1 2026, an estimated $199K.
  • Equitable Holdings made up 0.01% of &Partners's portfolio in Q1 2026, its #1044 holding.
  • &Partners first reported a position in Equitable Holdings in Q4 2020 and has held it in 22 quarters since.
  • &Partners's Equitable Holdings position peaked at $2.76M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.