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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
Q2 		$127K Hold
2,885
– – ﹤0.01% 1037
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 $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

Smartleaf Asset Management's EQH Position: Q2 2026 in Review

Smartleaf Asset Management held its Equitable Holdings (EQH) position steady in Q2 2026 at 2,885 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Smartleaf Asset Management first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $157K in Q3 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Smartleaf Asset Management held 2,885 shares of Equitable Holdings worth $127K as of Q2 2026.
  • Smartleaf Asset Management left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1037 holding.
  • Smartleaf Asset Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Equitable Holdings position peaked at $157K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.