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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
Q2 		$1.05M Sell
24,006
-770
-3% -$32.2K 0.02% 605
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 $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

Ritholtz Wealth Management's EQH Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Equitable Holdings (EQH) stake by 3.1% in Q2 2026, selling an estimated $32.2K and leaving 24,006 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #605.

Ritholtz Wealth Management first reported a position in EQH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Ritholtz Wealth Management held 24,006 shares of Equitable Holdings worth $1.05M as of Q2 2026.
  • Ritholtz Wealth Management sold 770 Equitable Holdings shares in Q2 2026, an estimated $32.2K.
  • Equitable Holdings made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Ritholtz Wealth Management first reported a position in Equitable Holdings in Q2 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Equitable Holdings position peaked at $1.73M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.