Sequoia Financial Advisors’s Equitable Holdings EQH Stock Holding History

Sequoia Financial 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	$305K	Sell	6,947 -2,446	-26%	-$102K	﹤0.01%	1660
2026 Q1	$349K	Sell	9,393 -3,463	-27%	-$148K	﹤0.01%	1474
2025 Q4	$613K	Buy	12,856 +7,994	+164%	+$379K	﹤0.01%	1161
2025 Q3	$247K	Buy	4,862 +964	+25%	+$51.1K	﹤0.01%	1504
2025 Q2	$219K	Buy	+3,898	New	+$200K	﹤0.01%	1435

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

Sequoia Financial Advisors's EQH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Equitable Holdings (EQH) stake by 26% in Q2 2026, selling an estimated $102K and leaving 6,947 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Sequoia Financial Advisors first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $613K in Q4 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Sequoia Financial Advisors held 6,947 shares of Equitable Holdings worth $305K as of Q2 2026.
Sequoia Financial Advisors sold 2,446 Equitable Holdings shares in Q2 2026, an estimated $102K.
Equitable Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1660 holding.
Sequoia Financial Advisors first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
Sequoia Financial Advisors's Equitable Holdings position peaked at $613K in Q4 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.