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Thornburg Investment Management’s Equitable Holdings EQH Stock Holding History

Thornburg Investment Management’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
Q1 		$185M Buy
4,994,205
+104,475
+2% +$4.48M 1.92% 12
2025
Q4 		$233M Buy
4,889,730
+22,087
+0.5% +$1.05M 2.94% 6
2025
Q3 		$247M Buy
4,867,643
+12,370
+0.3% +$655K 3.22% 6
2025
Q2 		$272M Hold
4,855,273
– – 3.5% 6
2025
Q1 		$2.53B Sell
4,855,273
-412,720
-8% -$21.6M 3.54% 6
2024
Q4 		$248M Hold
5,267,993
– – 3.28% 6
2024
Q3 		$221M Hold
5,267,993
– – 2.88% 6
2024
Q2 		$215M Hold
5,267,993
– – 3.03% 7
2024
Q1 		$200M Sell
5,267,993
-177,075
-3% -$6.02M 2.79% 9
2023
Q4 		$181M Sell
5,445,068
-1,701
-0% -$49.8K 2.62% 11
2023
Q3 		$155M Hold
5,446,769
– – 2.54% 10
2023
Q2 		$148M Buy
5,446,769
+236,724
+5% +$5.99M 2.4% 11
2023
Q1 		$132M Sell
5,210,045
-454,356
-8% -$13.4M 2.19% 12
2022
Q4 		$163M Hold
5,664,401
– – 2.75% 10
2022
Q3 		$149M Hold
5,664,401
– – 2.64% 9
2022
Q2 		$148M Buy
5,664,401
+6,489
+0.1% +$188K 2.26% 11
2022
Q1 		$175M Sell
5,657,912
-9,525
-0.2% -$314K 2.29% 12
2021
Q4 		$186M Buy
5,667,437
+2,777
+0% +$91.2K 2.18% 12
2021
Q3 		$168M Hold
5,664,660
– – 2.06% 11
2021
Q2 		$172M Sell
5,664,660
-174,032
-3% -$5.68M 1.98% 12
2021
Q1 		$190M Sell
5,838,692
-2,919,250
-33% -$84.2M 2.21% 12
2020
Q4 		$224M Sell
8,757,942
-2,236,693
-20% -$52.3M 2.66% 9
2020
Q3 		$201M Sell
10,994,635
-795,500
-7% -$16M 2.65% 9
2020
Q2 		$227M Hold
11,790,135
– – 2.92% 10
2020
Q1 		$170M Buy
+11,790,135
New +$258M 2.44% 12
2019
Q4 		– Sell
-11,497,928
Closed -$255M – 177
2019
Q3 		$255M Buy
11,497,928
+440,660
+4% +$9.45M 2.46% 10
2019
Q2 		$231M Sell
11,057,268
-40,393
-0.4% -$869K 2.22% 13
2019
Q1 		$224M Sell
11,097,661
-361,723
-3% -$6.9M 2.16% 13
2018
Q4 		$191M Buy
11,459,384
+1,812,607
+19% +$35.4M 1.86% 15
2018
Q3 		$207M Buy
9,646,777
+1,356,525
+16% +$29.7M 1.73% 15
2018
Q2 		$171M Buy
+8,290,252
New +$176M 1.3% 25

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thornburg Investment Management's EQH Position: Q1 2026 in Review

Thornburg Investment Management increased its Equitable Holdings (EQH) stake by 2.1% in Q1 2026, buying an estimated $4.48M and bringing the position to 4,994,205 shares worth $185M. The position accounts for 1.92% of the portfolio, ranked #12.

Thornburg Investment Management first reported a position in EQH in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.53B in Q1 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Thornburg Investment Management held 4,994,205 shares of Equitable Holdings worth $185M as of Q1 2026.
  • Thornburg Investment Management bought 104,475 Equitable Holdings shares in Q1 2026, an estimated $4.48M.
  • Equitable Holdings made up 1.92% of Thornburg Investment Management's portfolio in Q1 2026, its #12 holding.
  • Thornburg Investment Management first reported a position in Equitable Holdings in Q2 2018 and has held it in 31 quarters since.
  • Thornburg Investment Management's Equitable Holdings position peaked at $2.53B in Q1 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.