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Savant Capital’s Equitable Holdings EQH Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-6,537
Closed -$308K – 1195
2024
Q4 		$308K Buy
6,537
+89
+1% +$4.11K ﹤0.01% 1097
2024
Q3 		$271K Buy
+6,448
New +$265K ﹤0.01% 1139
2024
Q2 		– Sell
-6,269
Closed -$238K – 1286
2024
Q1 		$238K Buy
+6,269
New +$213K ﹤0.01% 975

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Savant Capital's EQH Position: Q1 2025 in Review

Savant Capital sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 6,537 shares — an estimated $308K sold.

Savant Capital first reported a position in EQH in Q1 2024 and held it in 3 quarters. The position peaked at $308K in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Savant Capital reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 6,537 Equitable Holdings shares in Q1 2025, an estimated $308K.
  • Savant Capital first reported a position in Equitable Holdings in Q1 2024 and held it in 3 quarters.
  • Savant Capital's Equitable Holdings position peaked at $308K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.