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Rialto Wealth Management’s Equitable Holdings EQH Stock Holding History

Rialto Wealth 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 		$780 Buy
21
+5
+31% +$214 ﹤0.01% 1204
2025
Q4 		$763 Sell
16
-14
-47% -$664 ﹤0.01% 1092
2025
Q3 		$1.52K Buy
30
+6
+25% +$318 ﹤0.01% 752
2025
Q2 		$1.35K Sell
24
-14
-37% -$720 ﹤0.01% 730
2025
Q1 		$1.98K Buy
+38
New +$1.99K ﹤0.01% 531

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

Rialto Wealth Management's EQH Position: Q1 2026 in Review

Rialto Wealth Management increased its Equitable Holdings (EQH) stake by 31% in Q1 2026, buying an estimated $214 and bringing the position to 21 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Rialto Wealth Management first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98K in Q1 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Rialto Wealth Management held 21 shares of Equitable Holdings worth $780 as of Q1 2026.
  • Rialto Wealth Management bought 5 Equitable Holdings shares in Q1 2026, an estimated $214.
  • Equitable Holdings made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1204 holding.
  • Rialto Wealth Management first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Equitable Holdings position peaked at $1.98K in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

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