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Sherbrooke Park Advisers’s Equitable Holdings EQH Stock Holding History

Sherbrooke Park Advisers’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
2025
Q2 		– Sell
-6,531
Closed -$340K – 590
2025
Q1 		$340K Buy
+6,531
New +$342K 0.16% 254
2024
Q4 		– Sell
-5,941
Closed -$250K – 884
2024
Q3 		$250K Buy
+5,941
New +$244K 0.06% 655

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sherbrooke Park Advisers's EQH Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 6,531 shares — an estimated $340K sold.

Sherbrooke Park Advisers first reported a position in EQH in Q3 2024 and held it in 2 quarters. The position peaked at $340K in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 6,531 Equitable Holdings shares in Q2 2025, an estimated $340K.
  • Sherbrooke Park Advisers first reported a position in Equitable Holdings in Q3 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Equitable Holdings position peaked at $340K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.