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Planning Strategies’s Equitable Holdings EQH Stock Holding History

Planning Strategies’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 		$11.1K Buy
+253
New +$10.6K 0.01% 309

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 $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Planning Strategies's EQH Position: Q2 2026 in Review

Planning Strategies opened a new position in Equitable Holdings (EQH) in Q2 2026: 253 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

445 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Planning Strategies held 253 shares of Equitable Holdings worth $11.1K as of Q2 2026.
  • Equitable Holdings was a new Planning Strategies position in Q2 2026.
  • Equitable Holdings made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #309 holding.
  • 445 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.