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Pinnacle Associates’s Equitable Holdings EQH Stock Holding History

Pinnacle Associates’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
Q1 		$1.45M Buy
39,059
+3,964
+11% +$170K 0.02% 454
2025
Q4 		$1.67M Buy
35,095
+7,690
+28% +$365K 0.02% 428
2025
Q3 		$1.39M Buy
27,405
+10,090
+58% +$534K 0.02% 453
2025
Q2 		$971K Buy
17,315
+6,065
+54% +$312K 0.01% 514
2025
Q1 		$586K Sell
11,250
-410
-4% -$21.5K 0.01% 581
2024
Q4 		$550K Sell
11,660
-750
-6% -$34.6K 0.01% 581
2024
Q3 		$413K Buy
12,410
+163
+1% +$6.69K 0.01% 608
2024
Q2 		$500K Buy
12,247
+27
+0.2% +$1.06K 0.01% 583
2024
Q1 		$464K Sell
12,220
-190
-2% -$6.46K 0.01% 600
2023
Q4 		$413K Buy
+12,410
New +$363K 0.01% 616

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates's EQH Position: Q1 2026 in Review

Pinnacle Associates increased its Equitable Holdings (EQH) stake by 11% in Q1 2026, buying an estimated $170K and bringing the position to 39,059 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #454.

Pinnacle Associates first reported a position in EQH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Pinnacle Associates held 39,059 shares of Equitable Holdings worth $1.45M as of Q1 2026.
  • Pinnacle Associates bought 3,964 Equitable Holdings shares in Q1 2026, an estimated $170K.
  • Equitable Holdings made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #454 holding.
  • Pinnacle Associates first reported a position in Equitable Holdings in Q4 2023 and has held it in 10 quarters since.
  • Pinnacle Associates's Equitable Holdings position peaked at $1.67M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.