Physician Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Physician Wealth Advisors’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	$2.37K	Buy	54 +18	+50%	+$753	﹤0.01%	1427
2026 Q1	$1.34K	Buy	36 +15	+71%	+$643	﹤0.01%	1527
2025 Q4	$1K	Sell	21 -31	-60%	-$1.47K	﹤0.01%	1625
2025 Q3	$2.64K	Hold	52	–	–	﹤0.01%	1102
2025 Q2	$2.92K	Buy	+52	New	+$2.67K	﹤0.01%	922

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's EQH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Equitable Holdings (EQH) stake by 50% in Q2 2026, buying an estimated $753 and bringing the position to 54 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Physician Wealth Advisors first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.92K in Q2 2025. 67 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Physician Wealth Advisors held 54 shares of Equitable Holdings worth $2.37K as of Q2 2026.
Physician Wealth Advisors bought 18 Equitable Holdings shares in Q2 2026, an estimated $753.
Equitable Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1427 holding.
Physician Wealth Advisors first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Equitable Holdings position peaked at $2.92K in Q2 2025.
67 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.