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Steamboat Capital Partners’s Equitable Holdings EQH Stock Holding History

Steamboat Capital Partners’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
Q1 		– Sell
-34,842
Closed -$1.66M – 60
2025
Q4 		$1.66M Sell
34,842
-150,385
-81% -$7.13M 0.46% 50
2025
Q3 		$9.41M Sell
185,227
-11,573
-6% -$613K 2.45% 17
2025
Q2 		$11M Sell
196,800
-53,200
-21% -$2.74M 3.14% 11
2025
Q1 		$13M Buy
250,000
+178,062
+248% +$9.32M 3.94% 9
2024
Q4 		$3.39M Sell
71,938
-1,542
-2% -$71.2K 1.05% 28
2024
Q3 		$3.09M Buy
73,480
+48,508
+194% +$1.99M 0.97% 30
2024
Q2 		$1.02M Buy
+24,972
New +$978K 0.37% 35
2022
Q2 		– Sell
-499,210
Closed -$15.4M – 43
2022
Q1 		$15.4M Sell
499,210
-1,111
-0.2% -$36.6K 4.56% 6
2021
Q4 		$16.4M Buy
500,321
+8,176
+2% +$268K 5.02% 5
2021
Q3 		$14.6M Sell
492,145
-2,716
-0.5% -$82.2K 3.38% 10
2021
Q2 		$15.1M Buy
494,861
+94,861
+24% +$3.09M 3.88% 9
2021
Q1 		$13M Buy
+400,000
New +$11.5M 3.85% 6
2020
Q4 		– Sell
-171,504
Closed -$3.13M – 47
2020
Q3 		$3.13M Sell
171,504
-2,128
-1% -$42.8K 0.51% 45
2020
Q2 		$3.35M Buy
+173,632
New +$3.1M 0.62% 37

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steamboat Capital Partners's EQH Position: Q1 2026 in Review

Steamboat Capital Partners sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 34,842 shares — an estimated $1.66M sold.

Steamboat Capital Partners first reported a position in EQH in Q2 2020 and held it in 14 quarters. The position peaked at $16.4M in Q4 2021. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Steamboat Capital Partners reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Steamboat Capital Partners sold 34,842 Equitable Holdings shares in Q1 2026, an estimated $1.66M.
  • Steamboat Capital Partners first reported a position in Equitable Holdings in Q2 2020 and held it in 14 quarters.
  • Steamboat Capital Partners's Equitable Holdings position peaked at $16.4M in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Steamboat Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.