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True Wealth Design’s Equitable Holdings EQH Stock Holding History

True Wealth Design’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
Q3 		$49.9K Buy
974
+957
+5,629% +$48.1K 0.01% 506
2026
Q2 		$746 Buy
+17
New +$711 ﹤0.01% 2080
2025
Q4 		– Sell
-544
Closed -$27.6K – 2645
2025
Q3 		$27.6K Sell
544
-17
-3% -$901 0.01% 491
2025
Q2 		$31.5K Buy
561
+480
+593% +$24.7K 0.01% 285
2025
Q1 		$4.22K Buy
81
+67
+479% +$3.51K ﹤0.01% 739
2024
Q4 		$661 Buy
+14
New +$646 ﹤0.01% 1042

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

True Wealth Design's EQH Position: Q3 2026 in Review

True Wealth Design increased its Equitable Holdings (EQH) stake by 5,629% in Q3 2026, buying an estimated $48.1K and bringing the position to 974 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #506.

True Wealth Design first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • True Wealth Design held 974 shares of Equitable Holdings worth $49.9K as of Q3 2026.
  • True Wealth Design bought 957 Equitable Holdings shares in Q3 2026, an estimated $48.1K.
  • Equitable Holdings made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #506 holding.
  • True Wealth Design first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.