RIM
EQH icon

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
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 Buy
23,337
+22,024
+1,677% +$1.17M 0.13% 206
2025
Q2 		$1.37M Sell
1,313
-23,926
-95% -$1.23M 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
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 $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Redwood Investment Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 50,269 shares — an estimated $2.4M sold.

Redwood Investment Management first reported a position in EQH in Q3 2020 and held it in 18 quarters. The position peaked at $5.92M in Q4 2021. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Redwood Investment Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Redwood Investment Management sold 50,269 Equitable Holdings shares in Q1 2026, an estimated $2.4M.
  • Redwood Investment Management first reported a position in Equitable Holdings in Q3 2020 and held it in 18 quarters.
  • Redwood Investment Management's Equitable Holdings position peaked at $5.92M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.