SummitTX Capital’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.22M Buy
+96,135
New +$4.02M 0.11% 213
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

SummitTX Capital's EQH Position: Q2 2026 in Review

SummitTX Capital opened a new position in Equitable Holdings (EQH) in Q2 2026: 96,135 shares worth $4.22M. The stake represents 0.11% of the portfolio and ranks #213 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in EQH as recently as Q1 2025.

SummitTX Capital first reported a position in EQH in Q1 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • SummitTX Capital held 96,135 shares of Equitable Holdings worth $4.22M as of Q2 2026.
  • Equitable Holdings was a new SummitTX Capital position in Q2 2026.
  • Equitable Holdings made up 0.11% of SummitTX Capital's portfolio in Q2 2026, its #213 holding.
  • SummitTX Capital first reported a position in Equitable Holdings in Q1 2025 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.