SummitTX Capital’s Equitable Holdings EQH Stock Holding History

SummitTX Capital’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	-22,957	Closed	-$1.2M	–	821
2025 Q1	$1.2M	Buy	+22,957	New	+$1.2M	0.05%	359

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SummitTX Capital's EQH Position: Q2 2025 in Review

SummitTX Capital sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 22,957 shares — an estimated $1.2M sold.

SummitTX Capital first reported a position in EQH in Q1 2025 and held it in 1 quarter. The position peaked at $1.2M in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

SummitTX Capital reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 22,957 Equitable Holdings shares in Q2 2025, an estimated $1.2M.
SummitTX Capital first reported a position in Equitable Holdings in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Equitable Holdings position peaked at $1.2M in Q1 2025.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.