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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
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
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

Prelude Capital Management's EQH Position: Q1 2026 in Review

Prelude Capital Management reduced its Equitable Holdings (EQH) stake by 16% in Q1 2026, selling an estimated $166K and leaving 20,000 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #370.

Prelude Capital Management first reported a position in EQH in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.75M in Q4 2020. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Prelude Capital Management held 20,000 shares of Equitable Holdings worth $742K as of Q1 2026.
  • Prelude Capital Management sold 3,871 Equitable Holdings shares in Q1 2026, an estimated $166K.
  • Equitable Holdings made up 0.06% of Prelude Capital Management's portfolio in Q1 2026, its #370 holding.
  • Prelude Capital Management first reported a position in Equitable Holdings in Q3 2018 and has held it in 21 quarters since.
  • Prelude Capital Management's Equitable Holdings position peaked at $1.75M in Q4 2020.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.