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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
Q2 		$1.76M Buy
40,195
+1,136
+3% +$47.5K 0.02% 433
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 $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 $3.38T AUM 44.17% 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

Pinnacle Associates's EQH Position: Q2 2026 in Review

Pinnacle Associates increased its Equitable Holdings (EQH) stake by 2.9% in Q2 2026, buying an estimated $47.5K and bringing the position to 40,195 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #433.

Pinnacle Associates first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Pinnacle Associates held 40,195 shares of Equitable Holdings worth $1.76M as of Q2 2026.
  • Pinnacle Associates bought 1,136 Equitable Holdings shares in Q2 2026, an estimated $47.5K.
  • Equitable Holdings made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #433 holding.
  • Pinnacle Associates first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.