Picton Mahoney Asset Management’s Equitable Holdings EQH Stock Holding History

Picton Mahoney Asset Management’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 Q3	–	Sell	-8,840	Closed	-$496K	–	1112
2025 Q2	$496K	Buy	8,840 +6,840	+342%	+$352K	0.01%	518
2025 Q1	$104K	Buy	+2,000	New	+$105K	﹤0.01%	431
2024 Q3	–	Sell	-156,100	Closed	-$6.38M	–	883
2024 Q2	$6.38M	Buy	+156,100	New	+$6.12M	0.25%	136
2021 Q3	–	Sell	-163,215	Closed	-$4.97M	–	910
2021 Q2	$4.97M	Sell	163,215 -170,359	-51%	-$5.56M	0.14%	124
2021 Q1	$10.9M	Sell	333,574 -77,735	-19%	-$2.24M	0.52%	49
2020 Q4	$10.5M	Buy	+411,309	New	+$9.62M	0.5%	57

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Picton Mahoney Asset Management's EQH Position: Q3 2025 in Review

Picton Mahoney Asset Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 8,840 shares — an estimated $496K sold.

Picton Mahoney Asset Management first reported a position in EQH in Q4 2020 and held it in 6 quarters. The position peaked at $10.9M in Q1 2021. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

Picton Mahoney Asset Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 8,840 Equitable Holdings shares in Q3 2025, an estimated $496K.
Picton Mahoney Asset Management first reported a position in Equitable Holdings in Q4 2020 and held it in 6 quarters.
Picton Mahoney Asset Management's Equitable Holdings position peaked at $10.9M in Q1 2021.
562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.