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SJS Investment Consulting’s Equitable Holdings EQH Stock Holding History

SJS Investment Consulting’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 		$3.69K Sell
84
-108
-56% -$4.51K ﹤0.01% 1512
2026
Q1 		$7.13K Buy
192
+114
+146% +$4.88K ﹤0.01% 941
2025
Q4 		$3.72K Buy
78
+28
+56% +$1.33K ﹤0.01% 1012
2025
Q3 		$2.54K Hold
50
– – ﹤0.01% 784
2025
Q2 		$2.81K Sell
50
-35
-41% -$1.8K ﹤0.01% 480
2025
Q1 		$4.43K Hold
85
– – ﹤0.01% 485
2024
Q4 		$4.01K Sell
85
-13
-13% -$600 ﹤0.01% 472
2024
Q3 		$4.12K Sell
98
-1
-1% -$41 ﹤0.01% 524
2024
Q2 		$4.05K Hold
99
– – ﹤0.01% 488
2024
Q1 		$3.76K Sell
99
-2
-2% -$68 ﹤0.01% 530
2023
Q4 		$3.36K Buy
101
+15
+17% +$439 ﹤0.01% 484
2023
Q3 		$2.44K Buy
86
+14
+19% +$395 ﹤0.01% 558
2023
Q2 		$1.96K Buy
72
+20
+38% +$506 ﹤0.01% 615
2023
Q1 		$1.32K Sell
52
-44
-46% -$1.3K ﹤0.01% 762
2022
Q4 		$2.75K Buy
96
+50
+109% +$1.48K ﹤0.01% 499
2022
Q3 		$1K Buy
+46
New +$1.31K ﹤0.01% 696
2022
Q1 		$0 Buy
+12
New +$396 ﹤0.01% 879

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

SJS Investment Consulting's EQH Position: Q2 2026 in Review

SJS Investment Consulting reduced its Equitable Holdings (EQH) stake by 56% in Q2 2026, selling an estimated $4.51K and leaving 84 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

SJS Investment Consulting first reported a position in EQH in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.13K in Q1 2026. 215 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • SJS Investment Consulting held 84 shares of Equitable Holdings worth $3.69K as of Q2 2026.
  • SJS Investment Consulting sold 108 Equitable Holdings shares in Q2 2026, an estimated $4.51K.
  • Equitable Holdings made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1512 holding.
  • SJS Investment Consulting first reported a position in Equitable Holdings in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Equitable Holdings position peaked at $7.13K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.