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Sonoma Allocations’s Equitable Holdings EQH Stock Holding History

Sonoma Allocations’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
Q4 		– Sell
-4,559
Closed -$215K – 140
2025
Q3 		$215K Buy
+4,559
New +$241K 0.08% 132

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Sonoma Allocations's EQH Position: Q4 2025 in Review

Sonoma Allocations sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,559 shares — an estimated $215K sold.

Sonoma Allocations first reported a position in EQH in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Sonoma Allocations reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Sonoma Allocations sold 4,559 Equitable Holdings shares in Q4 2025, an estimated $215K.
  • Sonoma Allocations first reported a position in Equitable Holdings in Q3 2025 and held it in 1 quarter.
  • Sonoma Allocations's Equitable Holdings position peaked at $215K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.