Universal-Beteiligungs- und Servicegesellschaft’s Equitable Holdings EQH Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$7.36M	Sell	198,213 -20,777	-9%	-$890K	0.01%	721
2025 Q4	$10.5M	Buy	218,990 +7,037	+3%	+$334K	0.02%	601
2025 Q3	$10.8M	Sell	211,953 -5,116	-2%	-$271K	0.02%	582
2025 Q2	$12.2M	Buy	217,069 +31,421	+17%	+$1.62M	0.02%	518
2025 Q1	$9.67M	Sell	185,648 -3,227	-2%	-$169K	0.02%	578
2024 Q4	$8.91M	Buy	+188,875	New	+$8.72M	0.02%	570

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's EQH Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Equitable Holdings (EQH) stake by 9.5% in Q1 2026, selling an estimated $890K and leaving 198,213 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #721.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 198,213 shares of Equitable Holdings worth $7.36M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 20,777 Equitable Holdings shares in Q1 2026, an estimated $890K.
Equitable Holdings made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #721 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Equitable Holdings position peaked at $12.2M in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.