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Union Bancaire Privee’s Equitable Holdings EQH Stock Holding History

Union Bancaire Privee’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
Q1 		– Sell
-5,760
Closed -$237K – 504
2025
Q4 		$237K Buy
+5,760
New +$273K ﹤0.01% 387

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Union Bancaire Privee's EQH Position: Q1 2026 in Review

Union Bancaire Privee sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 5,760 shares — an estimated $237K sold.

Union Bancaire Privee first reported a position in EQH in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Union Bancaire Privee reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 5,760 Equitable Holdings shares in Q1 2026, an estimated $237K.
  • Union Bancaire Privee first reported a position in Equitable Holdings in Q4 2025 and held it in 1 quarter.
  • Union Bancaire Privee's Equitable Holdings position peaked at $237K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Union Bancaire Privee's 13F filing for Q1 2026, filed 22 Apr 2026.