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Summit Global Investments’s Equitable Holdings EQH Stock Holding History

Summit Global Investments’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
-32,712
Closed -$1.7M – 489
2025
Q1 		$1.7M Sell
32,712
-106,028
-76% -$5.55M 0.12% 100
2024
Q4 		$6.54M Buy
138,740
+121,621
+710% +$5.62M 0.41% 58
2024
Q3 		$720K Buy
+17,119
New +$702K 0.05% 305
2024
Q2 		– Sell
-5,356
Closed -$204K – 520
2024
Q1 		$204K Sell
5,356
-26,595
-83% -$904K 0.02% 479
2023
Q4 		$1.06M Buy
+31,951
New +$935K 0.07% 228

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's EQH Position: Q2 2025 in Review

Summit Global Investments sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 32,712 shares — an estimated $1.7M sold.

Summit Global Investments first reported a position in EQH in Q4 2023 and held it in 5 quarters. The position peaked at $6.54M in Q4 2024. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Summit Global Investments reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 32,712 Equitable Holdings shares in Q2 2025, an estimated $1.7M.
  • Summit Global Investments first reported a position in Equitable Holdings in Q4 2023 and held it in 5 quarters.
  • Summit Global Investments's Equitable Holdings position peaked at $6.54M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.