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Plante Moran Financial Advisors’s Equitable Holdings EQH Stock Holding History

Plante Moran Financial Advisors’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 		$7.71K Sell
176
-24
-12% -$1K ﹤0.01% 587
2026
Q1 		$7.43K Buy
+200
New +$8.57K ﹤0.01% 537

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
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

Plante Moran Financial Advisors's EQH Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Equitable Holdings (EQH) stake by 12% in Q2 2026, selling an estimated $1K and leaving 176 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Plante Moran Financial Advisors first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Plante Moran Financial Advisors held 176 shares of Equitable Holdings worth $7.71K as of Q2 2026.
  • Plante Moran Financial Advisors sold 24 Equitable Holdings shares in Q2 2026, an estimated $1K.
  • Equitable Holdings made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #587 holding.
  • Plante Moran Financial Advisors first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.