Searle & Co’s Equitable Holdings EQH Stock Holding History

Searle & Co’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	$2.52M	Buy	57,467 +1,500	+3%	+$62.7K	0.57%	48
2026 Q1	$2.08M	Sell	55,967 -1,500	-3%	-$64.3K	0.52%	52
2025 Q4	$2.74M	Hold	57,467	–	–	0.71%	38
2025 Q3	$2.92M	Hold	57,467	–	–	0.77%	37
2025 Q2	$3.22M	Sell	57,467 -2,000	-3%	-$103K	0.91%	34
2025 Q1	$3.1M	Hold	59,467	–	–	0.88%	34
2024 Q4	$2.81M	Hold	59,467	–	–	0.81%	35
2024 Q3	$2.5M	Sell	59,467 -500	-0.8%	-$20.5K	0.62%	39
2024 Q2	$2.45M	Sell	59,967 -333	-0.6%	-$13K	0.57%	42
2024 Q1	$2.29M	Hold	60,300	–	–	0.58%	42
2023 Q4	$2.01M	Hold	60,300	–	–	0.55%	49
2023 Q3	$1.71M	Hold	60,300	–	–	0.58%	46
2023 Q2	$1.73M	Buy	60,300 +1,400	+2%	+$35.4K	0.54%	50
2023 Q1	$1.53M	Buy	+58,900	New	+$1.74M	0.5%	50

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

Searle & Co's EQH Position: Q2 2026 in Review

Searle & Co increased its Equitable Holdings (EQH) stake by 2.7% in Q2 2026, buying an estimated $62.7K and bringing the position to 57,467 shares worth $2.52M. The position accounts for 0.57% of the portfolio, ranked #48.

Searle & Co first reported a position in EQH in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.22M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Searle & Co held 57,467 shares of Equitable Holdings worth $2.52M as of Q2 2026.
Searle & Co bought 1,500 Equitable Holdings shares in Q2 2026, an estimated $62.7K.
Equitable Holdings made up 0.57% of Searle & Co's portfolio in Q2 2026, its #48 holding.
Searle & Co first reported a position in Equitable Holdings in Q1 2023 and has held it in 14 quarters since.
Searle & Co's Equitable Holdings position peaked at $3.22M in Q2 2025.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.