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Rothschild Investment LLC’s Equitable Holdings EQH Stock Holding History

Rothschild Investment LLC’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 		$354K Sell
8,059
-392
-5% -$16.4K 0.01% 711
2026
Q1 		$314K Sell
8,451
-678
-7% -$29K 0.02% 538
2025
Q4 		$435K Buy
9,129
+15
+0.2% +$711 0.02% 398
2025
Q3 		$463K Buy
9,114
+389
+4% +$20.6K 0.03% 374
2025
Q2 		$489K Sell
8,725
-2,700
-24% -$139K 0.03% 346
2025
Q1 		$595K Hold
11,425
– – 0.04% 301
2024
Q4 		$539K Hold
11,425
– – 0.04% 326
2024
Q3 		$480K Hold
11,425
– – 0.03% 353
2024
Q2 		$467K Hold
11,425
– – 0.03% 341
2024
Q1 		$434K Hold
11,425
– – 0.03% 348
2023
Q4 		$380K Hold
11,425
– – 0.03% 318
2023
Q3 		$324K Hold
11,425
– – 0.03% 371
2023
Q2 		$310K Hold
11,425
– – 0.03% 378
2023
Q1 		$290K Hold
11,425
– – 0.03% 382
2022
Q4 		$328K Hold
11,425
– – 0.03% 354
2022
Q3 		$301K Hold
11,425
– – 0.03% 359
2022
Q2 		$298K Hold
11,425
– – 0.03% 369
2022
Q1 		$353K Hold
11,425
– – 0.03% 367
2021
Q4 		$375K Hold
11,425
– – 0.03% 370
2021
Q3 		$339K Hold
11,425
– – 0.03% 368
2021
Q2 		$348K Hold
11,425
– – 0.03% 376
2021
Q1 		$373K Hold
11,425
– – 0.03% 356
2020
Q4 		$292K Hold
11,425
– – 0.03% 359
2020
Q3 		$208K Hold
11,425
– – 0.02% 384
2020
Q2 		$220K Buy
+11,425
New +$204K 0.03% 367

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rothschild Investment LLC's EQH Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Equitable Holdings (EQH) stake by 4.6% in Q2 2026, selling an estimated $16.4K and leaving 8,059 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #711.

Rothschild Investment LLC first reported a position in EQH in Q2 2020 and has held it in 25 quarters since. The position peaked at $595K in Q1 2025. 205 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Rothschild Investment LLC held 8,059 shares of Equitable Holdings worth $354K as of Q2 2026.
  • Rothschild Investment LLC sold 392 Equitable Holdings shares in Q2 2026, an estimated $16.4K.
  • Equitable Holdings made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #711 holding.
  • Rothschild Investment LLC first reported a position in Equitable Holdings in Q2 2020 and has held it in 25 quarters since.
  • Rothschild Investment LLC's Equitable Holdings position peaked at $595K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.