SIA
EQH icon

Sit Investment Associates’s Equitable Holdings EQH Stock Holding History

Sit Investment Associates’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 		$7.99M Buy
181,975
+10,125
+6% +$423K 0.15% 164
2026
Q1 		$6.38M Buy
171,850
+169,400
+6,914% +$7.26M 0.13% 177
2025
Q4 		$117K Hold
2,450
– – ﹤0.01% 470
2025
Q3 		$124K Hold
2,450
– – ﹤0.01% 463
2025
Q2 		$137K Hold
2,450
– – ﹤0.01% 460
2025
Q1 		$128K Hold
2,450
– – ﹤0.01% 471
2024
Q4 		$116K Sell
2,450
-310
-11% -$14.3K ﹤0.01% 485
2024
Q3 		$116K Sell
2,760
-2,340
-46% -$96K ﹤0.01% 492
2024
Q2 		$208K Sell
5,100
-1,210
-19% -$47.4K ﹤0.01% 457
2024
Q1 		$240K Buy
6,310
+400
+7% +$13.6K 0.01% 446
2023
Q4 		$197K Sell
5,910
-965
-14% -$28.3K ﹤0.01% 465
2023
Q3 		$195K Hold
6,875
– – 0.01% 455
2023
Q2 		$187K Sell
6,875
-500
-7% -$12.7K ﹤0.01% 473
2023
Q1 		$187K Buy
7,375
+775
+12% +$22.9K 0.01% 465
2022
Q4 		$189K Buy
+6,600
New +$195K 0.01% 469

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sit Investment Associates's EQH Position: Q2 2026 in Review

Sit Investment Associates increased its Equitable Holdings (EQH) stake by 5.9% in Q2 2026, buying an estimated $423K and bringing the position to 181,975 shares worth $7.99M. The position accounts for 0.15% of the portfolio, ranked #164.

Sit Investment Associates first reported a position in EQH in Q4 2022 and has held it in 15 quarters since. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Sit Investment Associates held 181,975 shares of Equitable Holdings worth $7.99M as of Q2 2026.
  • Sit Investment Associates bought 10,125 Equitable Holdings shares in Q2 2026, an estimated $423K.
  • Equitable Holdings made up 0.15% of Sit Investment Associates's portfolio in Q2 2026, its #164 holding.
  • Sit Investment Associates first reported a position in Equitable Holdings in Q4 2022 and has held it in 15 quarters since.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.