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Ritholtz Wealth Management’s Equitable Holdings EQH Stock Holding History

Ritholtz 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 		$919K Buy
24,776
+190
+0.8% +$8.14K 0.02% 567
2025
Q4 		$1.17M Sell
24,586
-5,453
-18% -$259K 0.02% 468
2025
Q3 		$1.53M Sell
30,039
-768
-2% -$40.7K 0.03% 400
2025
Q2 		$1.73M Buy
30,807
+16
+0.1% +$823 0.04% 330
2025
Q1 		$1.6M Buy
30,791
+1,938
+7% +$101K 0.05% 295
2024
Q4 		$1.36M Buy
28,853
+3,843
+15% +$177K 0.04% 298
2024
Q3 		$1.05M Sell
25,010
-221
-0.9% -$9.07K 0.03% 362
2024
Q2 		$1.03M Sell
25,231
-522
-2% -$20.4K 0.03% 345
2024
Q1 		$979K Sell
25,753
-5,267
-17% -$179K 0.03% 365
2023
Q4 		$1.03M Sell
31,020
-2,082
-6% -$61K 0.04% 306
2023
Q3 		$940K Buy
33,102
+461
+1% +$13K 0.04% 296
2023
Q2 		$887K Buy
32,641
+9,452
+41% +$239K 0.04% 301
2023
Q1 		$589K Sell
23,189
-7,069
-23% -$209K 0.03% 368
2022
Q4 		$868K Buy
30,258
+13,241
+78% +$392K 0.05% 259
2022
Q3 		$448K Buy
17,017
+8,087
+91% +$230K 0.02% 424
2022
Q2 		$233K Buy
+8,930
New +$259K 0.01% 467

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

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

Ritholtz Wealth Management increased its Equitable Holdings (EQH) stake by 0.77% in Q1 2026, buying an estimated $8.14K and bringing the position to 24,776 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #567.

Ritholtz Wealth Management first reported a position in EQH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Ritholtz Wealth Management held 24,776 shares of Equitable Holdings worth $919K as of Q1 2026.
  • Ritholtz Wealth Management bought 190 Equitable Holdings shares in Q1 2026, an estimated $8.14K.
  • Equitable Holdings made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #567 holding.
  • Ritholtz Wealth Management first reported a position in Equitable Holdings in Q2 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Equitable Holdings position peaked at $1.73M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.