Principia Wealth Advisory’s Equitable Holdings EQH Stock Holding History

Principia Wealth Advisory’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	$1.01K	Buy	23 +6	+35%	+$251	﹤0.01%	760
2026 Q1	$631	Sell	17 -26	-60%	-$1.11K	﹤0.01%	813
2025 Q4	$2.05K	Buy	43 +14	+48%	+$664	﹤0.01%	461
2025 Q3	$1.47K	Buy	29 +5	+21%	+$265	﹤0.01%	515
2025 Q2	$1.35K	Buy	24 +16	+200%	+$823	﹤0.01%	485
2025 Q1	$397	Buy	8 +2	+33%	+$105	﹤0.01%	634
2024 Q4	$283	Buy	+6	New	+$277	﹤0.01%	679

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

Principia Wealth Advisory's EQH Position: Q2 2026 in Review

Principia Wealth Advisory increased its Equitable Holdings (EQH) stake by 35% in Q2 2026, buying an estimated $251 and bringing the position to 23 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Principia Wealth Advisory first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05K in Q4 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Principia Wealth Advisory held 23 shares of Equitable Holdings worth $1.01K as of Q2 2026.
Principia Wealth Advisory bought 6 Equitable Holdings shares in Q2 2026, an estimated $251.
Equitable Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #760 holding.
Principia Wealth Advisory first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Equitable Holdings position peaked at $2.05K in Q4 2025.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.