Siemens Fonds Invest’s Equitable Holdings EQH Stock Holding History

Siemens Fonds Invest’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	–	Sell	-12,103	Closed	-$449K	–	544
2026 Q1	$449K	Sell	12,103 -43	-0.4%	-$1.84K	0.03%	341
2025 Q4	$584K	Buy	12,146 +7,837	+182%	+$372K	0.03%	308
2025 Q3	$219K	Hold	4,309	–	–	0.01%	445
2025 Q2	$242K	Buy	4,309 +796	+23%	+$40.9K	0.01%	432
2025 Q1	$183K	Buy	+3,513	New	+$184K	0.01%	442

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

Siemens Fonds Invest's EQH Position: Q2 2026 in Review

Siemens Fonds Invest sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 12,103 shares — an estimated $449K sold.

Siemens Fonds Invest first reported a position in EQH in Q1 2025 and held it in 5 quarters. The position peaked at $584K in Q4 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Siemens Fonds Invest reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Siemens Fonds Invest sold 12,103 Equitable Holdings shares in Q2 2026, an estimated $449K.
Siemens Fonds Invest first reported a position in Equitable Holdings in Q1 2025 and held it in 5 quarters.
Siemens Fonds Invest's Equitable Holdings position peaked at $584K in Q4 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.