True Wealth Design’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
$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

True Wealth Design's EQH Position: Q2 2026 in Review

True Wealth Design opened a new position in Equitable Holdings (EQH) in Q2 2026: 17 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #2080 among its holdings. This is a return to the name: True Wealth Design previously reported a position in EQH as recently as Q3 2025.

True Wealth Design first reported a position in EQH in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.5K in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • True Wealth Design held 17 shares of Equitable Holdings worth $746 as of Q2 2026.
  • Equitable Holdings was a new True Wealth Design position in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2080 holding.
  • True Wealth Design first reported a position in Equitable Holdings in Q4 2024 and has held it in 5 quarters since.
  • True Wealth Design's Equitable Holdings position peaked at $31.5K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.