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Ross\Johnson & Associates’s Equitable Holdings EQH Stock Holding History

Ross\Johnson & Associates’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 		$260 Hold
7
– – ﹤0.01% 158
2025
Q4 		$334 Hold
7
– – 0.01% 197
2025
Q3 		$355 Hold
7
– – 0.01% 132
2025
Q2 		$393 Hold
7
– – 0.01% 116
2025
Q1 		$364 Buy
+7
New +$366 0.01% 269

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

Ross\Johnson & Associates's EQH Position: Q1 2026 in Review

Ross\Johnson & Associates held its Equitable Holdings (EQH) position steady in Q1 2026 at 7 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Ross\Johnson & Associates first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $393 in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Ross\Johnson & Associates held 7 shares of Equitable Holdings worth $260 as of Q1 2026.
  • Ross\Johnson & Associates left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #158 holding.
  • Ross\Johnson & Associates first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Equitable Holdings position peaked at $393 in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.