Simplex Trading
EQH icon

Simplex Trading’s Equitable Holdings EQH Stock Holding History

Simplex Trading’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 		$265K Buy
7,138
+6,977
+4,334% +$299K ﹤0.01% 3958
2025
Q4 		$7.67K Buy
+161
New +$7.63K ﹤0.01% 7158
2025
Q2 		– Sell
-1,288
Closed -$66.2K – 8913
2025
Q1 		$67K Buy
+1,288
New +$67.4K ﹤0.01% 5487
2023
Q3 		– Sell
-834
Closed -$23.5K – 8946
2023
Q2 		$22K Sell
834
-3,181
-79% -$80.5K ﹤0.01% 6665
2023
Q1 		$101K Buy
+4,015
New +$118K ﹤0.01% 5141
2022
Q4 		– Sell
-265
Closed -$7.84K – 9476
2022
Q3 		$6K Buy
+265
New +$7.53K ﹤0.01% 8632
2022
Q2 		– Sell
-525
Closed -$15.2K – 10214
2022
Q1 		$16K Sell
525
-14,976
-97% -$494K ﹤0.01% 8450
2021
Q4 		$508K Buy
15,501
+15,189
+4,868% +$499K ﹤0.01% 3781
2021
Q3 		$9K Hold
312
– – ﹤0.01% 8987
2021
Q2 		$9K Buy
+312
New +$10.2K ﹤0.01% 9152
2021
Q1 		– Sell
-41,789
Closed -$1.2M – 9096
2020
Q4 		$1.07M Buy
+41,789
New +$977K ﹤0.01% 2466
2020
Q2 		– Sell
-9,105
Closed -$163K – 7777
2020
Q1 		$131K Buy
9,105
+5,787
+174% +$126K ﹤0.01% 4081
2019
Q4 		$82K Sell
3,318
-30,338
-90% -$703K ﹤0.01% 4709
2019
Q3 		$745K Buy
33,656
+33,445
+15,851% +$718K ﹤0.01% 2237
2019
Q2 		$4K Buy
+211
New +$4.54K ﹤0.01% 6523
2018
Q4 		– Sell
-5,683
Closed -$111K – 7199
2018
Q3 		$121K Buy
5,683
+1,432
+34% +$31.4K ﹤0.01% 4232
2018
Q2 		$87K Buy
+4,251
New +$90.5K ﹤0.01% 4445

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's EQH Position: Q1 2026 in Review

Simplex Trading increased its Equitable Holdings (EQH) stake by 4,334% in Q1 2026, buying an estimated $299K and bringing the position to 7,138 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

Simplex Trading first reported a position in EQH in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2020. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Simplex Trading held 7,138 shares of Equitable Holdings worth $265K as of Q1 2026.
  • Simplex Trading bought 6,977 Equitable Holdings shares in Q1 2026, an estimated $299K.
  • Equitable Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3958 holding.
  • Simplex Trading first reported a position in Equitable Holdings in Q2 2018 and has held it in 17 quarters since.
  • Simplex Trading's Equitable Holdings position peaked at $1.07M in Q4 2020.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.