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R Squared’s Equitable Holdings EQH Stock Holding History

R Squared’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 		$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

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

R Squared's EQH Position: Q1 2026 in Review

R Squared increased its Equitable Holdings (EQH) stake by 72% in Q1 2026, buying an estimated $161K and bringing the position to 8,970 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #175.

R Squared first reported a position in EQH in Q4 2024 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • R Squared held 8,970 shares of Equitable Holdings worth $333K as of Q1 2026.
  • R Squared bought 3,768 Equitable Holdings shares in Q1 2026, an estimated $161K.
  • Equitable Holdings made up 0.18% of R Squared's portfolio in Q1 2026, its #175 holding.
  • R Squared first reported a position in Equitable Holdings in Q4 2024 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.