Rakuten Investment Management’s Equitable Holdings EQH Stock Holding History

Rakuten Investment 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	-12,689	Closed	-$614K	–	526
2025 Q4	$614K	Sell	12,689 -51,750	-80%	-$2.45M	﹤0.01%	562
2025 Q3	$7.3M	Buy	+64,439	New	+$3.41M	0.03%	194
2025 Q1	$447K	Buy	+8,646	New	+$453K	﹤0.01%	586
2024 Q3	$250K	Buy	5,950 +1,444	+32%	+$59.2K	﹤0.01%	480
2024 Q2	$183K	Buy	4,506 +1,577	+54%	+$61.8K	﹤0.01%	479
2024 Q1	$111K	Buy	2,929 +2,680	+1,076%	+$91.1K	﹤0.01%	474
2023 Q4	$8.39K	Buy	+249	New	+$7.29K	﹤0.01%	494

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rakuten Investment Management's EQH Position: Q1 2026 in Review

Rakuten Investment Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 12,689 shares — an estimated $614K sold.

Rakuten Investment Management first reported a position in EQH in Q4 2023 and held it in 7 quarters. The position peaked at $7.3M in Q3 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Rakuten Investment Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 12,689 Equitable Holdings shares in Q1 2026, an estimated $614K.
Rakuten Investment Management first reported a position in Equitable Holdings in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's Equitable Holdings position peaked at $7.3M in Q3 2025.
540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.