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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
2019
Q3 		– Sell
-2,000
Closed -$42K – 1797
2019
Q2 		$42K Buy
+2,000
New +$43K ﹤0.01% 1154

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. 540 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.
  • 540 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.