Pathstone Holdings
EQH icon

Pathstone Holdings’s Equitable Holdings EQH Stock Holding History

Pathstone 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 		$647K Sell
14,744
-5,425
-27% -$227K ﹤0.01% 1737
2026
Q1 		$748K Buy
20,169
+2,779
+16% +$119K ﹤0.01% 1555
2025
Q4 		$829K Buy
17,390
+1,288
+8% +$61.1K ﹤0.01% 1514
2025
Q3 		$818K Buy
16,102
+225
+1% +$11.9K ﹤0.01% 1537
2025
Q2 		$891K Buy
15,877
+1,844
+13% +$94.8K ﹤0.01% 1451
2025
Q1 		$731K Buy
14,033
+4,285
+44% +$224K ﹤0.01% 1525
2024
Q4 		$460K Sell
9,748
-3,078
-24% -$142K ﹤0.01% 1761
2024
Q3 		$539K Buy
12,826
+317
+3% +$13K ﹤0.01% 1686
2024
Q2 		$511K Buy
12,509
+2,963
+31% +$116K ﹤0.01% 1676
2024
Q1 		$363K Buy
9,546
+920
+11% +$31.3K ﹤0.01% 1827
2023
Q4 		$289K Buy
+8,626
New +$253K ﹤0.01% 1852

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

Pathstone Holdings's EQH Position: Q2 2026 in Review

Pathstone Holdings reduced its Equitable Holdings (EQH) stake by 27% in Q2 2026, selling an estimated $227K and leaving 14,744 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Pathstone Holdings first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $891K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Pathstone Holdings held 14,744 shares of Equitable Holdings worth $647K as of Q2 2026.
  • Pathstone Holdings sold 5,425 Equitable Holdings shares in Q2 2026, an estimated $227K.
  • Equitable Holdings made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1737 holding.
  • Pathstone Holdings first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Equitable Holdings position peaked at $891K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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