S
EQH icon

Sachetta’s Equitable Holdings EQH Stock Holding History

Sachetta’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 		– Sell
-68
Closed -$3.24K – 1088
2025
Q4 		$3.24K Sell
68
-2
-3% -$95 ﹤0.01% 648
2025
Q3 		$3.56K Hold
70
– – ﹤0.01% 689
2025
Q2 		$3.93K Hold
70
– – ﹤0.01% 645
2025
Q1 		$3.65K Hold
70
– – ﹤0.01% 635
2024
Q4 		$3.3K Hold
70
– – ﹤0.01% 696
2024
Q3 		$2.94K Hold
70
– – ﹤0.01% 776
2024
Q2 		$3.02K Hold
70
– – ﹤0.01% 726
2024
Q1 		$2.33K Hold
70
– – ﹤0.01% 688
2023
Q4 		$2.33K Buy
+70
New +$2.05K ﹤0.01% 688

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

Sachetta's EQH Position: Q1 2026 in Review

Sachetta sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 68 shares — an estimated $3.24K sold.

Sachetta first reported a position in EQH in Q4 2023 and held it in 9 quarters. The position peaked at $3.93K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Sachetta reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Sachetta sold 68 Equitable Holdings shares in Q1 2026, an estimated $3.24K.
  • Sachetta first reported a position in Equitable Holdings in Q4 2023 and held it in 9 quarters.
  • Sachetta's Equitable Holdings position peaked at $3.93K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Sachetta's 13F filing for Q1 2026, filed 1 May 2026.