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 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 $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Searle & Co's EQH Position: Q1 2026 in Review

Searle & Co reduced its Equitable Holdings (EQH) stake by 2.6% in Q1 2026, selling an estimated $64.3K and leaving 55,967 shares worth $2.08M. The position accounts for 0.52% of the portfolio, ranked #52.

Searle & Co first reported a position in EQH in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.22M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Searle & Co held 55,967 shares of Equitable Holdings worth $2.08M as of Q1 2026.
Searle & Co sold 1,500 Equitable Holdings shares in Q1 2026, an estimated $64.3K.
Equitable Holdings made up 0.52% of Searle & Co's portfolio in Q1 2026, its #52 holding.
Searle & Co first reported a position in Equitable Holdings in Q1 2023 and has held it in 13 quarters since.
Searle & Co's Equitable Holdings position peaked at $3.22M in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.