SOMRS
EQH icon

State of Michigan Retirement System’s Equitable Holdings EQH Stock Holding History

State of Michigan Retirement System’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 		$2.89M Sell
65,800
-6,486
-9% -$271K 0.01% 602
2026
Q1 		$2.68M Buy
72,286
+500
+0.7% +$21.4K 0.01% 589
2025
Q4 		$3.42M Sell
71,786
-3,200
-4% -$152K 0.02% 513
2025
Q3 		$3.81M Sell
74,986
-1,800
-2% -$95.3K 0.02% 487
2025
Q2 		$4.31M Sell
76,786
-1,800
-2% -$92.6K 0.02% 449
2025
Q1 		$4.09M Hold
78,586
– – 0.02% 454
2024
Q4 		$3.71M Sell
78,586
-2,900
-4% -$134K 0.02% 490
2024
Q3 		$3.42M Buy
81,486
+2,200
+3% +$90.3K 0.02% 505
2024
Q2 		$3.24M Sell
79,286
-5,200
-6% -$204K 0.02% 503
2024
Q1 		$3.21M Buy
84,486
+800
+1% +$27.2K 0.02% 510
2023
Q4 		$2.79M Buy
83,686
+74,300
+792% +$2.18M 0.02% 528
2023
Q3 		$266K Sell
9,386
-1,700
-15% -$48K ﹤0.01% 958
2023
Q2 		$301K Sell
11,086
-27,500
-71% -$696K ﹤0.01% 959
2023
Q1 		$980K Hold
38,586
– – 0.01% 826
2022
Q4 		$1.11M Buy
38,586
+20,800
+117% +$616K 0.01% 769
2022
Q3 		$469K Hold
17,786
– – ﹤0.01% 930
2022
Q2 		$464K Buy
17,786
+300
+2% +$8.7K ﹤0.01% 947
2022
Q1 		$540K Hold
17,486
– – ﹤0.01% 932
2021
Q4 		$573K Buy
17,486
+9,386
+116% +$308K ﹤0.01% 954
2021
Q3 		$240K Hold
8,100
– – ﹤0.01% 973
2021
Q2 		$247K Sell
8,100
-700
-8% -$22.8K ﹤0.01% 966
2021
Q1 		$287K Hold
8,800
– – ﹤0.01% 971
2020
Q4 		$225K Sell
8,800
-4,400
-33% -$103K ﹤0.01% 960
2020
Q3 		$241K Buy
+13,200
New +$265K ﹤0.01% 955

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

State of Michigan Retirement System's EQH Position: Q2 2026 in Review

State of Michigan Retirement System reduced its Equitable Holdings (EQH) stake by 9% in Q2 2026, selling an estimated $271K and leaving 65,800 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #602.

State of Michigan Retirement System first reported a position in EQH in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.31M in Q2 2025. 235 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • State of Michigan Retirement System held 65,800 shares of Equitable Holdings worth $2.89M as of Q2 2026.
  • State of Michigan Retirement System sold 6,486 Equitable Holdings shares in Q2 2026, an estimated $271K.
  • Equitable Holdings made up 0.01% of State of Michigan Retirement System's portfolio in Q2 2026, its #602 holding.
  • State of Michigan Retirement System first reported a position in Equitable Holdings in Q3 2020 and has held it in 24 quarters since.
  • State of Michigan Retirement System's Equitable Holdings position peaked at $4.31M in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.