Smith Group Asset Management’s Equitable Holdings EQH Stock Holding History

Smith Group 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
2025 Q2	–	Sell	-6,520	Closed	-$340K	–	175
2025 Q1	$340K	Buy	6,520 +50	+0.8%	+$2.62K	0.03%	164
2024 Q4	$305K	Buy	+6,470	New	+$299K	0.02%	173
2022 Q1	$10K	Sell	308 -17	-5%	-$560	﹤0.01%	255
2021 Q4	$11K	Buy	325 +77	+31%	+$2.53K	﹤0.01%	297
2021 Q3	$7K	Buy	248 +16	+7%	+$484	﹤0.01%	332
2021 Q2	$7K	Buy	+232	New	+$7.57K	﹤0.01%	326

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Group Asset Management's EQH Position: Q2 2025 in Review

Smith Group Asset Management sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 6,520 shares — an estimated $340K sold.

Smith Group Asset Management first reported a position in EQH in Q2 2021 and held it in 6 quarters. The position peaked at $340K in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Smith Group Asset Management reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Smith Group Asset Management sold 6,520 Equitable Holdings shares in Q2 2025, an estimated $340K.
Smith Group Asset Management first reported a position in Equitable Holdings in Q2 2021 and held it in 6 quarters.
Smith Group Asset Management's Equitable Holdings position peaked at $340K in Q1 2025.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Smith Group Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.