Raleigh Capital Management’s Equitable Holdings EQH Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-5	Closed	-$236	–	710
2024 Q4	$236	Hold	5	–	–	﹤0.01%	981
2024 Q3	$210	Hold	5	–	–	﹤0.01%	962
2024 Q2	$204	Hold	5	–	–	﹤0.01%	954
2024 Q1	$190	Hold	5	–	–	﹤0.01%	934
2023 Q4	$167	Buy	+5	New	+$146	﹤0.01%	1057

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raleigh Capital Management's EQH Position: Q1 2025 in Review

Raleigh Capital Management sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 5 shares — an estimated $236 sold.

Raleigh Capital Management first reported a position in EQH in Q4 2023 and held it in 5 quarters. The position peaked at $236 in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

Raleigh Capital Management reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 5 Equitable Holdings shares in Q1 2025, an estimated $236.
Raleigh Capital Management first reported a position in Equitable Holdings in Q4 2023 and held it in 5 quarters.
Raleigh Capital Management's Equitable Holdings position peaked at $236 in Q4 2024.
575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.