Scarborough Advisors’s Equitable Holdings EQH Stock Holding History

Scarborough Advisors’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	–	Sell	-34	Closed	-$1.26K	–	308
2026 Q1	$1.26K	Hold	34	–	–	﹤0.01%	628
2025 Q4	$1.62K	Hold	34	–	–	﹤0.01%	374
2025 Q3	$1.73K	Hold	34	–	–	﹤0.01%	361
2025 Q2	$1.91K	Buy	+34	New	+$1.75K	﹤0.01%	349

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Scarborough Advisors's EQH Position: Q2 2026 in Review

Scarborough Advisors sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 34 shares — an estimated $1.26K sold.

Scarborough Advisors first reported a position in EQH in Q2 2025 and held it in 4 quarters. The position peaked at $1.91K in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Scarborough Advisors reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 34 Equitable Holdings shares in Q2 2026, an estimated $1.26K.
Scarborough Advisors first reported a position in Equitable Holdings in Q2 2025 and held it in 4 quarters.
Scarborough Advisors's Equitable Holdings position peaked at $1.91K in Q2 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.