R Squared’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$385K Sell
8,777
-193
-2% -$8.07K 0.2% 152
2026
Q1
$333K Buy
8,970
+3,768
+72% +$161K 0.18% 175
2025
Q4
$248K Buy
+5,202
New +$247K 0.12% 286
2025
Q1
Sell
-6,520
Closed -$308K 663
2024
Q4
$308K Buy
+6,520
New +$301K 0.3% 63

Other funds holding EQH

R Squared's EQH Position: Q2 2026 in Review

R Squared reduced its Equitable Holdings (EQH) stake by 2.2% in Q2 2026, selling an estimated $8.07K and leaving 8,777 shares worth $385K. The position accounts for 0.2% of the portfolio, ranked #152.

R Squared first reported a position in EQH in Q4 2024 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • R Squared held 8,777 shares of Equitable Holdings worth $385K as of Q2 2026.
  • R Squared sold 193 Equitable Holdings shares in Q2 2026, an estimated $8.07K.
  • Equitable Holdings made up 0.2% of R Squared's portfolio in Q2 2026, its #152 holding.
  • R Squared first reported a position in Equitable Holdings in Q4 2024 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.