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United Capital Financial Advisors’s Equitable Holdings EQH Stock Holding History

United Capital Financial 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 		$413K Sell
9,417
-4,532
-32% -$189K ﹤0.01% 1216
2026
Q1 		$518K Buy
13,949
+5,369
+63% +$230K ﹤0.01% 1058
2025
Q4 		$409K Buy
8,580
+3,893
+83% +$185K ﹤0.01% 1047
2025
Q3 		$238K Buy
4,687
+1,079
+30% +$57.2K ﹤0.01% 1091
2025
Q2 		$202K Sell
3,608
-251
-7% -$12.9K ﹤0.01% 1052
2025
Q1 		$201K Buy
+3,859
New +$202K ﹤0.01% 1015

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

United Capital Financial Advisors's EQH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Equitable Holdings (EQH) stake by 32% in Q2 2026, selling an estimated $189K and leaving 9,417 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

United Capital Financial Advisors first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $518K in Q1 2026. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • United Capital Financial Advisors held 9,417 shares of Equitable Holdings worth $413K as of Q2 2026.
  • United Capital Financial Advisors sold 4,532 Equitable Holdings shares in Q2 2026, an estimated $189K.
  • Equitable Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1216 holding.
  • United Capital Financial Advisors first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Equitable Holdings position peaked at $518K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.