Rockefeller Capital Management
EQH icon

Rockefeller Capital Management’s Equitable Holdings EQH Stock Holding History

Rockefeller 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
Q1 		$2.92M Sell
78,562
-2,630
-3% -$113K 0.01% 1133
2025
Q4 		$3.87M Sell
81,192
-5,534
-6% -$262K 0.01% 967
2025
Q3 		$4.4M Buy
86,726
+441
+0.5% +$23.4K 0.01% 872
2025
Q2 		$4.84M Sell
86,285
-3,178
-4% -$163K 0.01% 805
2025
Q1 		$4.66M Sell
89,463
-9,047
-9% -$474K 0.01% 763
2024
Q4 		$4.65M Sell
98,510
-5,869
-6% -$271K 0.01% 738
2024
Q3 		$4.39M Sell
104,379
-3,797
-4% -$156K 0.01% 749
2024
Q2 		$4.42M Sell
108,176
-4,678
-4% -$183K 0.01% 724
2024
Q1 		$4.29M Buy
112,854
+11,169
+11% +$380K 0.01% 741
2023
Q4 		$3.39M Buy
101,685
+2,786
+3% +$81.6K 0.01% 745
2023
Q3 		$2.81M Buy
98,899
+55,734
+129% +$1.57M 0.01% 732
2023
Q2 		$1.17M Buy
43,165
+1,025
+2% +$25.9K ﹤0.01% 1022
2023
Q1 		$1.07M Buy
42,140
+9,642
+30% +$285K ﹤0.01% 1045
2022
Q4 		$932K Sell
32,498
-5
-0% -$148 ﹤0.01% 1033
2022
Q3 		$856K Sell
32,503
-19,583
-38% -$557K ﹤0.01% 1068
2022
Q2 		$1.36M Sell
52,086
-631
-1% -$18.3K 0.01% 895
2022
Q1 		$1.63M Buy
52,717
+166
+0.3% +$5.47K 0.01% 873
2021
Q4 		$1.72M Buy
52,551
+2,722
+5% +$89.3K 0.01% 860
2021
Q3 		$1.48M Buy
49,829
+27,902
+127% +$845K 0.01% 857
2021
Q2 		$667K Sell
21,927
-445
-2% -$14.5K ﹤0.01% 1076
2021
Q1 		$729K Buy
22,372
+194
+0.9% +$5.59K ﹤0.01% 890
2020
Q4 		$567K Buy
22,178
+1,145
+5% +$26.8K ﹤0.01% 871
2020
Q3 		$383K Sell
21,033
-13,085
-38% -$263K ﹤0.01% 858
2020
Q2 		$658K Buy
34,118
+33,492
+5,350% +$598K 0.01% 626
2020
Q1 		$9K Buy
626
+388
+163% +$8.47K ﹤0.01% 1765
2019
Q4 		$6K Buy
238
+148
+164% +$3.43K ﹤0.01% 1736
2019
Q3 		$2K Sell
90
-79
-47% -$1.7K ﹤0.01% 1779
2019
Q2 		$4K Sell
169
-13
-7% -$280 ﹤0.01% 1458
2019
Q1 		$4K Buy
+182
New +$3.47K ﹤0.01% 1662

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

Rockefeller Capital Management's EQH Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Equitable Holdings (EQH) stake by 3.2% in Q1 2026, selling an estimated $113K and leaving 78,562 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1133.

Rockefeller Capital Management first reported a position in EQH in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.84M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Rockefeller Capital Management held 78,562 shares of Equitable Holdings worth $2.92M as of Q1 2026.
  • Rockefeller Capital Management sold 2,630 Equitable Holdings shares in Q1 2026, an estimated $113K.
  • Equitable Holdings made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1133 holding.
  • Rockefeller Capital Management first reported a position in Equitable Holdings in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Equitable Holdings position peaked at $4.84M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.