Shelton Capital Management’s Equitable Holdings EQH Stock Holding History

Shelton Capital Management’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	$408K	Sell	9,289 -168	-2%	-$7.02K	0.01%	427
2026 Q1	$351K	Hold	9,457	–	–	0.01%	461
2025 Q4	$451K	Sell	9,457 -1,321	-12%	-$62.6K	0.01%	371
2025 Q3	$547K	Sell	10,778 -215	-2%	-$11.4K	0.01%	329
2025 Q2	$617K	Sell	10,993 -259	-2%	-$13.3K	0.01%	309
2025 Q1	$586K	Sell	11,252 -463	-4%	-$24.2K	0.01%	306
2024 Q4	$553K	Sell	11,715 -503	-4%	-$23.2K	0.01%	328
2024 Q3	$514K	Hold	12,218	–	–	0.01%	342
2024 Q2	$499K	Sell	12,218 -1,505	-11%	-$59K	0.01%	343
2024 Q1	$522K	Hold	13,723	–	–	0.01%	349
2023 Q4	$457K	Buy	+13,723	New	+$402K	0.01%	355

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

Shelton Capital Management's EQH Position: Q2 2026 in Review

Shelton Capital Management reduced its Equitable Holdings (EQH) stake by 1.8% in Q2 2026, selling an estimated $7.02K and leaving 9,289 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #427.

Shelton Capital Management first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $617K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Shelton Capital Management held 9,289 shares of Equitable Holdings worth $408K as of Q2 2026.
Shelton Capital Management sold 168 Equitable Holdings shares in Q2 2026, an estimated $7.02K.
Equitable Holdings made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #427 holding.
Shelton Capital Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
Shelton Capital Management's Equitable Holdings position peaked at $617K in Q2 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.