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TD Private Client Wealth’s Equitable Holdings EQH Stock Holding History

TD Private Client Wealth’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 		$5.66K Buy
129
+108
+514% +$4.51K ﹤0.01% 1201
2026
Q1 		$779 Buy
21
+1
+5% +$43 ﹤0.01% 1424
2025
Q4 		$953 Sell
20
-49
-71% -$2.32K ﹤0.01% 1371
2025
Q3 		$3.5K Sell
69
-18
-21% -$953 ﹤0.01% 1185
2025
Q2 		$4.88K Buy
+87
New +$4.47K ﹤0.01% 1115
2025
Q1 		– Sell
-73
Closed -$3.44K – 1438
2024
Q4 		$3.44K Hold
73
– – ﹤0.01% 1130
2024
Q3 		$3.07K Buy
73
+29
+66% +$1.19K ﹤0.01% 1144
2024
Q2 		$1.8K Sell
44
-1,678
-97% -$65.7K ﹤0.01% 1141
2024
Q1 		$65.5K Sell
1,722
-1,625
-49% -$55.3K ﹤0.01% 762
2023
Q4 		$111K Sell
3,347
-220
-6% -$6.44K ﹤0.01% 668
2023
Q3 		$101K Sell
3,567
-944
-21% -$26.6K ﹤0.01% 647
2023
Q2 		$123K Sell
4,511
-188
-4% -$4.76K 0.01% 628
2023
Q1 		$119K Sell
4,699
-14,383
-75% -$424K 0.01% 624
2022
Q4 		$548K Buy
19,082
+637
+3% +$18.9K 0.03% 408
2022
Q3 		$486K Buy
18,445
+491
+3% +$14K 0.02% 407
2022
Q2 		$468K Buy
17,954
+313
+2% +$9.07K 0.02% 415
2022
Q1 		$545K Sell
17,641
-32,620
-65% -$1.08M 0.02% 411
2021
Q4 		$1.65M Sell
50,261
-16,536
-25% -$543K 0.07% 268
2021
Q3 		$1.98M Sell
66,797
-1,455
-2% -$44K 0.08% 239
2021
Q2 		$2.08M Sell
68,252
-415
-0.6% -$13.5K 0.09% 231
2021
Q1 		$2.24M Sell
68,667
-1,569
-2% -$45.2K 0.1% 210
2020
Q4 		$1.8M Sell
70,236
-2,835
-4% -$66.3K 0.09% 232
2020
Q3 		$1.33M Sell
73,071
-7,021
-9% -$141K 0.07% 255
2020
Q2 		$1.54M Sell
80,092
-32,526
-29% -$581K 0.09% 215
2020
Q1 		$1.63M Buy
+112,618
New +$2.46M 0.12% 167

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

TD Private Client Wealth's EQH Position: Q2 2026 in Review

TD Private Client Wealth increased its Equitable Holdings (EQH) stake by 514% in Q2 2026, buying an estimated $4.51K and bringing the position to 129 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

TD Private Client Wealth first reported a position in EQH in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.24M in Q1 2021. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • TD Private Client Wealth held 129 shares of Equitable Holdings worth $5.66K as of Q2 2026.
  • TD Private Client Wealth bought 108 Equitable Holdings shares in Q2 2026, an estimated $4.51K.
  • Equitable Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1201 holding.
  • TD Private Client Wealth first reported a position in Equitable Holdings in Q1 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's Equitable Holdings position peaked at $2.24M in Q1 2021.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.