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Redwood Investment Management’s Equitable Holdings EQH Stock Holding History

Redwood 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
Q2 		$2.19M Buy
+49,974
New +$2.09M 0.22% 60
2026
Q1 		– Sell
-50,269
Closed -$2.4M – 286
2025
Q4 		$2.4M Buy
50,269
+26,932
+115% +$1.28M 0.27% 61
2025
Q3 		$1.19M Sell
23,337
-1,009
-4% -$53.4K 0.13% 206
2025
Q2 		$1.37M Sell
24,346
-893
-4% -$45.9K 0.14% 186
2025
Q1 		$1.31M Sell
25,239
-5,025
-17% -$263K 0.14% 179
2024
Q4 		$1.43M Sell
30,264
-5,089
-14% -$235K 0.14% 192
2024
Q3 		$1.48M Buy
35,353
+1,409
+4% +$57.8K 0.13% 207
2024
Q2 		$1.26M Sell
33,944
-5,654
-14% -$221K 0.11% 229
2024
Q1 		$1.5M Buy
+39,598
New +$1.35M 0.14% 216
2023
Q1 		– Sell
-51,013
Closed -$1.46M – 244
2022
Q4 		$1.46M Buy
51,013
+3,311
+7% +$98K 0.19% 205
2022
Q3 		$1.26M Sell
47,702
-174,416
-79% -$4.96M 0.26% 118
2022
Q2 		$5.79M Buy
222,118
+62,303
+39% +$1.81M 0.98% 21
2022
Q1 		$4.94M Sell
159,815
-20,645
-11% -$680K 0.73% 44
2021
Q4 		$5.92M Buy
180,460
+136,520
+311% +$4.48M 0.78% 39
2021
Q3 		$1.3M Buy
43,940
+6,166
+16% +$187K 0.19% 132
2021
Q2 		$1.15M Buy
37,774
+11,086
+42% +$362K 0.19% 187
2021
Q1 		$871K Sell
26,688
-12,662
-32% -$365K 0.17% 167
2020
Q4 		$1.01M Buy
39,350
+1,620
+4% +$37.9K 0.17% 107
2020
Q3 		$688K Buy
+37,730
New +$759K 0.17% 177

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Redwood Investment Management's EQH Position: Q2 2026 in Review

Redwood Investment Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 49,974 shares worth $2.19M. The stake represents 0.22% of the portfolio and ranks #60 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in EQH as recently as Q4 2025.

Redwood Investment Management first reported a position in EQH in Q3 2020 and has held it in 19 quarters since. The position peaked at $5.92M in Q4 2021. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Redwood Investment Management held 49,974 shares of Equitable Holdings worth $2.19M as of Q2 2026.
  • Equitable Holdings was a new Redwood Investment Management position in Q2 2026.
  • Equitable Holdings made up 0.22% of Redwood Investment Management's portfolio in Q2 2026, its #60 holding.
  • Redwood Investment Management first reported a position in Equitable Holdings in Q3 2020 and has held it in 19 quarters since.
  • Redwood Investment Management's Equitable Holdings position peaked at $5.92M in Q4 2021.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.