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 		$905K Buy
24,400
+24,100
+8,033% +$1.03M ﹤0.01% 2612
2025
Q4 		$14.3K Sell
300
-700
-70% -$33.2K ﹤0.01% 6753
2025
Q3 		$50K Sell
1,000
-2,600
-72% -$138K ﹤0.01% 6457
2025
Q2 		$201K Buy
3,600
+3,300
+1,100% +$170K ﹤0.01% 4499
2025
Q1 		$15K Sell
300
-11,300
-97% -$592K ﹤0.01% 6789
2024
Q4 		$547K Sell
11,600
-60,900
-84% -$2.81M ﹤0.01% 3435
2024
Q3 		$3.05M Buy
72,500
+33,800
+87% +$1.39M ﹤0.01% 1910
2024
Q2 		$1.58M Buy
38,700
+37,200
+2,480% +$1.46M ﹤0.01% 2431
2024
Q1 		$57K Sell
1,500
-33,000
-96% -$1.12M ﹤0.01% 6136
2023
Q4 		$1.15M Sell
34,500
-11,600
-25% -$340K ﹤0.01% 2885
2023
Q3 		$1.31M Sell
46,100
-7,300
-14% -$206K ﹤0.01% 2432
2023
Q2 		$1.45M Buy
53,400
+45,700
+594% +$1.16M ﹤0.01% 2238
2023
Q1 		$195K Buy
7,700
+4,000
+108% +$118K ﹤0.01% 4346
2022
Q4 		$106K Sell
3,700
-3,700
-50% -$110K ﹤0.01% 5003
2022
Q3 		$194K Buy
7,400
+2,200
+42% +$62.5K ﹤0.01% 4654
2022
Q2 		$135K Buy
5,200
+600
+13% +$17.4K ﹤0.01% 5153
2022
Q1 		$142K Sell
4,600
-69,400
-94% -$2.29M ﹤0.01% 5662
2021
Q4 		$2.43M Buy
74,000
+55,900
+309% +$1.83M ﹤0.01% 1835
2021
Q3 		$559K Hold
18,100
– – ﹤0.01% 3912
2021
Q2 		$551K Buy
18,100
+17,966
+13,407% +$586K ﹤0.01% 3997
2021
Q1 		$437K Sell
134
-305
-69% -$8.79K ﹤0.01% 3560
2020
Q4 		$1.12M Buy
439
+220
+100% +$5.15K ﹤0.01% 2409
2020
Q3 		$399K Buy
219
+109
+99% +$2.19K ﹤0.01% 3267
2020
Q2 		$212K Buy
110
+63
+134% +$1.13K ﹤0.01% 3928
2020
Q1 		$67K Buy
47
+35
+292% +$764 ﹤0.01% 4821
2019
Q4 		$29K Buy
12
+11
+1,100% +$255 ﹤0.01% 5681
2019
Q3 		$2K Sell
1
-9
-90% -$193 ﹤0.01% 6911
2019
Q2 		$20K Sell
10
-303
-97% -$6.52K ﹤0.01% 5603
2019
Q1 		$630K Buy
313
+301
+2,508% +$5.75K ﹤0.01% 2419
2018
Q4 		$19K Sell
12
-101
-89% -$1.97K ﹤0.01% 5359
2018
Q3 		$242K Buy
+113
New +$2.48K ﹤0.01% 3434

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.