PWAM
EQH icon

Private Wealth Asset Management’s Equitable Holdings EQH Stock Holding History

Private Wealth Asset 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 		– Sell
-7
Closed -$334 – 1001
2025
Q4 		$334 Hold
7
– – ﹤0.01% 920
2025
Q3 		$355 Hold
7
– – ﹤0.01% 903
2025
Q2 		$393 Sell
7
-23
-77% -$1.18K ﹤0.01% 889
2025
Q1 		$1.56K Buy
+30
New +$1.57K ﹤0.01% 826

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Asset Management's EQH Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 7 shares — an estimated $334 sold.

Private Wealth Asset Management first reported a position in EQH in Q1 2025 and held it in 4 quarters. The position peaked at $1.56K in Q1 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 7 Equitable Holdings shares in Q1 2026, an estimated $334.
  • Private Wealth Asset Management first reported a position in Equitable Holdings in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Equitable Holdings position peaked at $1.56K in Q1 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.