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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 $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Rise Advisors's EQH Position: Q4 2025 in Review

Rise Advisors sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 1,289 shares — an estimated $65.4K sold.

Rise Advisors first reported a position in EQH in Q4 2022 and held it in 11 quarters. The position peaked at $73.6K in Q4 2024. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Rise Advisors reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,289 Equitable Holdings shares in Q4 2025, an estimated $65.4K.
  • Rise Advisors first reported a position in Equitable Holdings in Q4 2022 and held it in 11 quarters.
  • Rise Advisors's Equitable Holdings position peaked at $73.6K in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.