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Richardson Capital Management’s Equitable Holdings EQH Stock Holding History

Richardson 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
2026
Q2 		– Sell
-141
Closed -$5.23K – 289
2026
Q1 		$5.23K Buy
141
+119
+541% +$5.1K ﹤0.01% 264
2025
Q4 		$1.05K Buy
+22
New +$1.04K ﹤0.01% 234

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 $3.37T AUM 44.26% 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

Richardson Capital Management's EQH Position: Q2 2026 in Review

Richardson Capital Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 141 shares — an estimated $5.23K sold.

Richardson Capital Management first reported a position in EQH in Q4 2025 and held it in 2 quarters. The position peaked at $5.23K in Q1 2026. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Richardson Capital Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Richardson Capital Management sold 141 Equitable Holdings shares in Q2 2026, an estimated $5.23K.
  • Richardson Capital Management first reported a position in Equitable Holdings in Q4 2025 and held it in 2 quarters.
  • Richardson Capital Management's Equitable Holdings position peaked at $5.23K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.