TWM
EQH icon

TopTier Wealth Management’s Equitable Holdings EQH Stock Holding History

TopTier Wealth 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
Q2 		– Sell
-22
Closed -$816 – 309
2026
Q1 		$816 Buy
+22
New +$942 ﹤0.01% 520

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

TopTier Wealth Management's EQH Position: Q2 2026 in Review

TopTier Wealth Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 22 shares — an estimated $816 sold.

TopTier Wealth Management first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $816 in Q1 2026. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • TopTier Wealth Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 22 Equitable Holdings shares in Q2 2026, an estimated $816.
  • TopTier Wealth Management first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Equitable Holdings position peaked at $816 in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.