Prelude Capital Management’s Equitable Holdings EQH Stock Holding History

Prelude Capital Management’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	$882K	Buy	20,111 +111	+0.6%	+$4.64K	0.06%	343
2026 Q1	$742K	Sell	20,000 -3,871	-16%	-$166K	0.06%	370
2025 Q4	$1.14M	Buy	23,871 +980	+4%	+$46.5K	0.08%	270
2025 Q3	$1.16M	Buy	22,891 +1,661	+8%	+$88K	0.09%	277
2025 Q2	$1.19M	Sell	21,230 -3,406	-14%	-$175K	0.12%	223
2025 Q1	$1.28M	Buy	24,636 +11,521	+88%	+$603K	0.1%	253
2024 Q4	$619K	Sell	13,115 -1,073	-8%	-$49.5K	0.04%	511
2024 Q3	$596K	Buy	14,188 +407	+3%	+$16.7K	0.04%	556
2024 Q2	$563K	Sell	13,781 -2,963	-18%	-$116K	0.04%	491
2024 Q1	$636K	Buy	+16,744	New	+$569K	0.03%	528
2023 Q4	–	Sell	-23,790	Closed	-$675K	–	1179
2023 Q3	$675K	Buy	+23,790	New	+$672K	0.04%	389
2022 Q1	–	Sell	-22,931	Closed	-$752K	–	1942
2021 Q4	$752K	Buy	+22,931	New	+$753K	0.02%	767
2021 Q3	–	Sell	-30,083	Closed	-$916K	–	1822
2021 Q2	$916K	Buy	30,083 +1,773	+6%	+$57.8K	0.03%	658
2021 Q1	$923K	Sell	28,310 -40,013	-59%	-$1.15M	0.02%	633
2020 Q4	$1.75M	Buy	+68,323	New	+$1.6M	0.04%	337
2020 Q3	–	Sell	-23,497	Closed	-$453K	–	1964
2020 Q2	$453K	Buy	+23,497	New	+$420K	0.02%	493
2020 Q1	–	Sell	-35,711	Closed	-$885K	–	1579
2019 Q4	$885K	Buy	35,711 +3,381	+10%	+$78.3K	0.03%	421
2019 Q3	$716K	Sell	32,330 -4,783	-13%	-$103K	0.03%	432
2019 Q2	$776K	Buy	37,113 +14,827	+67%	+$319K	0.04%	409
2019 Q1	$449K	Sell	22,286 -21,224	-49%	-$405K	0.03%	522
2018 Q4	$724K	Buy	43,510 +26,773	+160%	+$522K	0.05%	381
2018 Q3	$359K	Buy	+16,737	New	+$367K	0.02%	622

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Prelude Capital Management's EQH Position: Q2 2026 in Review

Prelude Capital Management increased its Equitable Holdings (EQH) stake by 0.56% in Q2 2026, buying an estimated $4.64K and bringing the position to 20,111 shares worth $882K. The position accounts for 0.06% of the portfolio, ranked #343.

Prelude Capital Management first reported a position in EQH in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.75M in Q4 2020. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Prelude Capital Management held 20,111 shares of Equitable Holdings worth $882K as of Q2 2026.
Prelude Capital Management bought 111 Equitable Holdings shares in Q2 2026, an estimated $4.64K.
Equitable Holdings made up 0.06% of Prelude Capital Management's portfolio in Q2 2026, its #343 holding.
Prelude Capital Management first reported a position in Equitable Holdings in Q3 2018 and has held it in 22 quarters since.
Prelude Capital Management's Equitable Holdings position peaked at $1.75M in Q4 2020.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.