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Rise Advisors’s Equitable Holdings EQH Stock Holding History

Rise Advisors’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
Q4 		– Sell
-1,289
Closed -$65.4K – 530
2025
Q3 		$65.4K Buy
1,289
+3
+0.2% +$159 0.02% 211
2025
Q2 		$72.1K Sell
1,286
-14
-1% -$720 0.03% 194
2025
Q1 		$67.7K Sell
1,300
-260
-17% -$13.6K 0.03% 193
2024
Q4 		$73.6K Sell
1,560
-165
-10% -$7.62K 0.04% 172
2024
Q3 		$72.5K Buy
1,725
+11
+0.6% +$451 0.03% 177
2024
Q2 		$70K Buy
1,714
+10
+0.6% +$392 0.04% 184
2024
Q1 		$64.8K Buy
1,704
+1,592
+1,421% +$54.1K 0.03% 190
2023
Q4 		$3.73K Buy
+112
New +$3.28K ﹤0.01% 408
2023
Q3 		– Sell
-164
Closed -$4.45K – 680
2023
Q2 		$4.45K Hold
164
– – ﹤0.01% 431
2023
Q1 		$4.16K Hold
164
– – ﹤0.01% 476
2022
Q4 		$4.71K Buy
+164
New +$4.86K ﹤0.01% 451

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return