QWM
EQH icon

Quaker Wealth Management’s Equitable Holdings EQH Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-6
Closed -$313 – 1133
2025
Q1 		$313 Buy
+6
New +$314 ﹤0.01% 744

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Quaker Wealth Management's EQH Position: Q2 2026 in Review

Quaker Wealth Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 37 shares — an estimated $1.37K sold.

Quaker Wealth Management first reported a position in EQH in Q2 2025 and held it in 4 quarters. The position peaked at $1.73K in Q3 2025. 100 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Quaker Wealth Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 37 Equitable Holdings shares in Q2 2026, an estimated $1.37K.
  • Quaker Wealth Management first reported a position in Equitable Holdings in Q2 2025 and held it in 4 quarters.
  • Quaker Wealth Management's Equitable Holdings position peaked at $1.73K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.