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Twin Peaks Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Twin Peaks Wealth Advisors’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
-38
Closed -$1.41K – 832
2026
Q1 		$1.41K Buy
+38
New +$1.63K ﹤0.01% 1809
2025
Q3 		– Sell
-271
Closed -$14.9K – 751
2025
Q2 		$14.9K Buy
+271
New +$13.9K ﹤0.01% 727

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

Twin Peaks Wealth Advisors's EQH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 38 shares — an estimated $1.41K sold.

Twin Peaks Wealth Advisors first reported a position in EQH in Q2 2025 and held it in 2 quarters. The position peaked at $14.9K in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 38 Equitable Holdings shares in Q2 2026, an estimated $1.41K.
  • Twin Peaks Wealth Advisors first reported a position in Equitable Holdings in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Equitable Holdings position peaked at $14.9K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.