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Phillips Wealth Planners’s Equitable Holdings EQH Stock Holding History

Phillips Wealth Planners’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
Q4 		– Sell
-4,077
Closed -$208K – 197
2025
Q3 		$208K Sell
4,077
-280
-6% -$14.8K 0.17% 195
2025
Q2 		$239K Sell
4,357
-217
-5% -$11.2K 0.22% 160
2025
Q1 		$212K Sell
4,574
-19
-0.4% -$995 0.22% 163
2024
Q4 		$221K Sell
4,593
-67
-1% -$3.09K 0.22% 163
2024
Q3 		$208K Buy
+4,660
New +$191K 0.2% 185

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Phillips Wealth Planners's EQH Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,077 shares — an estimated $208K sold.

Phillips Wealth Planners first reported a position in EQH in Q3 2024 and held it in 5 quarters. The position peaked at $239K in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Phillips Wealth Planners reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,077 Equitable Holdings shares in Q4 2025, an estimated $208K.
  • Phillips Wealth Planners first reported a position in Equitable Holdings in Q3 2024 and held it in 5 quarters.
  • Phillips Wealth Planners's Equitable Holdings position peaked at $239K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.