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Pinnacle Wealth Planning Services’s Equitable Holdings EQH Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.79K Sell
183
-742
-80% -$31.8K ﹤0.01% 2158
2025
Q4 		$44.1K Buy
+925
New +$43.9K ﹤0.01% 1281
2021
Q1 		– Sell
-126
Closed -$3K – 847
2020
Q4 		$3K Buy
+126
New +$2.95K ﹤0.01% 1808

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 Wealth Planning Services's EQH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Equitable Holdings (EQH) stake by 80% in Q1 2026, selling an estimated $31.8K and leaving 183 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Pinnacle Wealth Planning Services first reported a position in EQH in Q4 2020 and has held it in 3 quarters since. The position peaked at $44.1K in Q4 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 183 shares of Equitable Holdings worth $6.79K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 742 Equitable Holdings shares in Q1 2026, an estimated $31.8K.
  • Equitable Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2158 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equitable Holdings in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Equitable Holdings position peaked at $44.1K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.