Thornburg Investment Management’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 | $226M | Buy |
5,142,337
+148,132
| +3% | +$6.19M | 2.16% | 12 |
|
|
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 | $253M | 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
Thornburg Investment Management's EQH Position: Q2 2026 in Review
Thornburg Investment Management increased its Equitable Holdings (EQH) stake by 3% in Q2 2026, buying an estimated $6.19M and bringing the position to 5,142,337 shares worth $226M. The position accounts for 2.16% of the portfolio, ranked #12.
Thornburg Investment Management first reported a position in EQH in Q2 2018 and has held it in 32 quarters since. The position peaked at $272M in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.
- Thornburg Investment Management held 5,142,337 shares of Equitable Holdings worth $226M as of Q2 2026.
- Thornburg Investment Management bought 148,132 Equitable Holdings shares in Q2 2026, an estimated $6.19M.
- Equitable Holdings made up 2.16% of Thornburg Investment Management's portfolio in Q2 2026, its #12 holding.
- Thornburg Investment Management first reported a position in Equitable Holdings in Q2 2018 and has held it in 32 quarters since.
- Thornburg Investment Management's Equitable Holdings position peaked at $272M in Q2 2025.
- 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.
Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.