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PDS Planning’s Equitable Holdings EQH Stock Holding History

PDS Planning’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 		$223K Buy
+5,082
New +$212K 0.01% 534
2025
Q4 		– Sell
-4,703
Closed -$239K – 560
2025
Q3 		$239K Sell
4,703
-126
-3% -$6.67K 0.02% 443
2025
Q2 		$271K Buy
4,829
+411
+9% +$21.1K 0.02% 383
2025
Q1 		$230K Buy
+4,418
New +$231K 0.02% 394

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

PDS Planning's EQH Position: Q2 2026 in Review

PDS Planning opened a new position in Equitable Holdings (EQH) in Q2 2026: 5,082 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: PDS Planning previously reported a position in EQH as recently as Q3 2025.

PDS Planning first reported a position in EQH in Q1 2025 and has held it in 4 quarters since. The position peaked at $271K in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • PDS Planning held 5,082 shares of Equitable Holdings worth $223K as of Q2 2026.
  • Equitable Holdings was a new PDS Planning position in Q2 2026.
  • Equitable Holdings made up 0.01% of PDS Planning's portfolio in Q2 2026, its #534 holding.
  • PDS Planning first reported a position in Equitable Holdings in Q1 2025 and has held it in 4 quarters since.
  • PDS Planning's Equitable Holdings position peaked at $271K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.