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Smartleaf Asset Management’s Equitable Holdings EQH Stock Holding History

Smartleaf Asset Management’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 		$103K Buy
2,885
+188
+7% +$8.05K ﹤0.01% 1099
2025
Q4 		$130K Sell
2,697
-306
-10% -$14.5K ﹤0.01% 1048
2025
Q3 		$157K Buy
3,003
+1,931
+180% +$102K 0.01% 836
2025
Q2 		$60K Sell
1,072
-807
-43% -$41.5K 0.01% 1088
2025
Q1 		$97.1K Buy
1,879
+172
+10% +$9K 0.01% 842
2024
Q4 		$80.2K Buy
1,707
+409
+32% +$18.9K 0.01% 943
2024
Q3 		$54.5K Buy
1,298
+714
+122% +$29.3K 0.01% 889
2024
Q2 		$23.7K Buy
584
+334
+134% +$13.1K ﹤0.01% 973
2024
Q1 		$9.49K Buy
250
+31
+14% +$1.05K ﹤0.01% 1025
2023
Q4 		$7.38K Buy
+219
New +$6.41K ﹤0.01% 807

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

Smartleaf Asset Management's EQH Position: Q1 2026 in Review

Smartleaf Asset Management increased its Equitable Holdings (EQH) stake by 7% in Q1 2026, buying an estimated $8.05K and bringing the position to 2,885 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Smartleaf Asset Management first reported a position in EQH in Q4 2023 and has held it in 10 quarters since. The position peaked at $157K in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Smartleaf Asset Management held 2,885 shares of Equitable Holdings worth $103K as of Q1 2026.
  • Smartleaf Asset Management bought 188 Equitable Holdings shares in Q1 2026, an estimated $8.05K.
  • Equitable Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1099 holding.
  • Smartleaf Asset Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Equitable Holdings position peaked at $157K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.