Spire Wealth Management’s Equitable Holdings EQH Stock Holding History

Spire Wealth 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	–	Sell	-54	Closed	-$2K	–	2277
2026 Q1	$2K	Hold	54	–	–	﹤0.01%	2045
2025 Q4	$2.57K	Sell	54 -2	-4%	-$95	﹤0.01%	2049
2025 Q3	$2.84K	Buy	56 +2	+4%	+$106	﹤0.01%	2084
2025 Q2	$3.03K	Hold	54	–	–	﹤0.01%	2085
2025 Q1	$2.81K	Buy	+54	New	+$2.83K	﹤0.01%	2206
2024 Q3	–	Sell	-384	Closed	-$10.4K	–	2197
2024 Q2	$10.4K	Buy	+384	New	+$15K	﹤0.01%	1623
2022 Q2	–	Sell	-100	Closed	-$3K	–	2702
2022 Q1	$3K	Sell	100 -399	-80%	-$13.2K	﹤0.01%	2325
2021 Q4	$16K	Buy	+499	New	+$16.4K	﹤0.01%	2196
2021 Q2	–	Sell	-1,571	Closed	-$50K	–	2689
2021 Q1	$50K	Buy	+1,571	New	+$45.3K	﹤0.01%	1718

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Spire Wealth Management's EQH Position: Q2 2026 in Review

Spire Wealth Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 54 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in EQH in Q1 2021 and held it in 9 quarters. The position peaked at $50K in Q1 2021. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Spire Wealth Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 54 Equitable Holdings shares in Q2 2026, an estimated $2K.
Spire Wealth Management first reported a position in Equitable Holdings in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Equitable Holdings position peaked at $50K in Q1 2021.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.