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Uniplan Investment Counsel’s Equitable Holdings EQH Stock Holding History

Uniplan Investment Counsel’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
2025
Q4 		– Sell
-79,001
Closed -$4.01M – 194
2025
Q3 		$4.01M Buy
79,001
+1,264
+2% +$67K 0.39% 66
2025
Q2 		$4.36M Sell
77,737
-38,272
-33% -$1.97M 0.44% 58
2025
Q1 		$6.04M Sell
116,009
-4,515
-4% -$236K 0.59% 46
2024
Q4 		$5.69M Buy
120,524
+1,367
+1% +$63.1K 0.53% 51
2024
Q3 		$5.01M Sell
119,157
-7,248
-6% -$297K 0.44% 58
2024
Q2 		$5.16M Sell
126,405
-1,968
-2% -$77.1K 0.47% 53
2024
Q1 		$4.88M Sell
128,373
-18,934
-13% -$644K 0.38% 58
2023
Q4 		$4.96M Sell
147,307
-12,736
-8% -$373K 0.37% 57
2023
Q3 		$4.35M Hold
160,043
– – 0.33% 67
2023
Q2 		$4.35M Sell
160,043
-3,064
-2% -$77.5K 0.32% 69
2023
Q1 		$4.14M Sell
163,107
-834
-0.5% -$24.6K 0.29% 72
2022
Q4 		$4.71M Sell
163,941
-3,665
-2% -$108K 0.33% 68
2022
Q3 		$4.42M Buy
167,606
+81,659
+95% +$2.32M 0.34% 61
2022
Q2 		$2.24M Buy
+85,947
New +$2.49M 0.16% 103

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Uniplan Investment Counsel's EQH Position: Q4 2025 in Review

Uniplan Investment Counsel sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 79,001 shares — an estimated $4.01M sold.

Uniplan Investment Counsel first reported a position in EQH in Q2 2022 and held it in 14 quarters. The position peaked at $6.04M in Q1 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Uniplan Investment Counsel reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 79,001 Equitable Holdings shares in Q4 2025, an estimated $4.01M.
  • Uniplan Investment Counsel first reported a position in Equitable Holdings in Q2 2022 and held it in 14 quarters.
  • Uniplan Investment Counsel's Equitable Holdings position peaked at $6.04M in Q1 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Uniplan Investment Counsel's 13F filing for Q4 2025, filed 17 Feb 2026.