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TCW Group’s Equitable Holdings EQH Stock Holding History

TCW Group’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
Q2 		$100M Buy
2,286,057
+657,888
+40% +$27.5M 0.67% 36
2026
Q1 		$60.4M Buy
1,628,169
+318,307
+24% +$13.6M 0.45% 66
2025
Q4 		$62.4M Buy
1,309,862
+461,613
+54% +$21.9M 0.45% 63
2025
Q3 		$43.1M Buy
848,249
+188,217
+29% +$9.97M 0.36% 68
2025
Q2 		$37M Buy
660,032
+358,901
+119% +$18.5M 0.29% 80
2025
Q1 		$15.7M Buy
301,131
+154,191
+105% +$8.07M 0.14% 108
2024
Q4 		$6.93M Buy
146,940
+14,480
+11% +$669K 0.06% 167
2024
Q3 		$5.57M Sell
132,460
-1,755
-1% -$72K 0.05% 179
2024
Q2 		$5.48M Buy
134,215
+65,232
+95% +$2.56M 0.05% 181
2024
Q1 		$2.62M Sell
68,983
-3,003
-4% -$102K 0.03% 227
2023
Q4 		$2.4M Buy
71,986
+371
+0.5% +$10.9K 0.03% 235
2023
Q3 		$2.03M Sell
71,615
-48,944
-41% -$1.38M 0.03% 217
2023
Q2 		$3.27M Buy
120,559
+55,887
+86% +$1.41M 0.04% 202
2023
Q1 		$1.64M Sell
64,672
-1,019
-2% -$30.1K 0.02% 229
2022
Q4 		$1.89M Buy
65,691
+15,478
+31% +$458K 0.03% 206
2022
Q3 		$1.32M Buy
50,213
+4,506
+10% +$128K 0.02% 230
2022
Q2 		$1.19M Sell
45,707
-230
-0.5% -$6.67K 0.02% 247
2022
Q1 		$1.42M Buy
45,937
+5,716
+14% +$188K 0.01% 247
2021
Q4 		$1.32M Buy
40,221
+3,377
+9% +$111K 0.01% 272
2021
Q3 		$1.09M Buy
+36,844
New +$1.12M ﹤0.01% 286

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCW Group's EQH Position: Q2 2026 in Review

TCW Group increased its Equitable Holdings (EQH) stake by 40% in Q2 2026, buying an estimated $27.5M and bringing the position to 2,286,057 shares worth $100M. The position accounts for 0.67% of the portfolio, ranked #36.

TCW Group first reported a position in EQH in Q3 2021 and has held it in 20 quarters since. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • TCW Group held 2,286,057 shares of Equitable Holdings worth $100M as of Q2 2026.
  • TCW Group bought 657,888 Equitable Holdings shares in Q2 2026, an estimated $27.5M.
  • Equitable Holdings made up 0.67% of TCW Group's portfolio in Q2 2026, its #36 holding.
  • TCW Group first reported a position in Equitable Holdings in Q3 2021 and has held it in 20 quarters since.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.