SVB Wealth’s EQT Corp EQT Stock Holding History

SVB Wealth’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,528	Closed	-$81.6K	–	865
2025 Q1	$81.6K	Buy	+1,528	New	+$78K	﹤0.01%	449
2018 Q3	–	Sell	-9,497	Closed	-$285K	–	446
2018 Q2	$285K	Sell	9,497 -7,005	-42%	-$195K	0.01%	382
2018 Q1	$427K	Sell	16,502 -227,707	-93%	-$6.54M	0.02%	355
2017 Q4	$7.57M	Sell	244,209 -17,165	-7%	-$563K	0.28%	94
2017 Q3	$9.28M	Sell	261,374 -20,780	-7%	-$706K	0.36%	87
2017 Q2	$9M	Sell	282,154 -8,825	-3%	-$279K	0.35%	85
2017 Q1	$9.68M	Buy	290,979 +9,563	+3%	+$319K	0.39%	81
2016 Q4	$10M	Sell	281,416 -12,651	-4%	-$470K	0.41%	75
2016 Q3	$11.6M	Buy	294,067 +31,097	+12%	+$1.23M	0.47%	68
2016 Q2	$11.1M	Buy	262,970 +250,712	+2,045%	+$9.75M	0.45%	72
2016 Q1	$449K	Sell	12,258 -476	-4%	-$15.2K	0.02%	372
2015 Q4	$361K	Buy	+12,734	New	+$427K	0.01%	432

Other funds holding EQT

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

Wellington Management Group

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

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

Geode Capital Management

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

T. Rowe Price Associates

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return