Tocqueville Asset 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
$22.5M Buy
512,957
+20,005
+4% +$836K 0.3% 98
2026
Q1
$18.3M Buy
492,952
+107,195
+28% +$4.59M 0.27% 104
2025
Q4
$18.4M Buy
385,757
+13,009
+3% +$617K 0.27% 107
2025
Q3
$18.9M Sell
372,748
-159,388
-30% -$8.44M 0.28% 103
2025
Q2
$29.9M Buy
+532,136
New +$27.4M 0.45% 61

Other funds holding EQH

Tocqueville Asset Management's EQH Position: Q2 2026 in Review

Tocqueville Asset Management increased its Equitable Holdings (EQH) stake by 4.1% in Q2 2026, buying an estimated $836K and bringing the position to 512,957 shares worth $22.5M. The position accounts for 0.3% of the portfolio, ranked #98.

Tocqueville Asset Management first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.9M in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Tocqueville Asset Management held 512,957 shares of Equitable Holdings worth $22.5M as of Q2 2026.
  • Tocqueville Asset Management bought 20,005 Equitable Holdings shares in Q2 2026, an estimated $836K.
  • Equitable Holdings made up 0.3% of Tocqueville Asset Management's portfolio in Q2 2026, its #98 holding.
  • Tocqueville Asset Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • Tocqueville Asset Management's Equitable Holdings position peaked at $29.9M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.