V-Square Quantitative Management’s Equitable Holdings EQH Stock Holding History

V-Square Quantitative Management’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	$182K	Buy	4,904 +93	+2%	+$3.98K	0.02%	512
2025 Q4	$229K	Buy	+4,811	New	+$228K	0.02%	505
2025 Q3	–	Sell	-4,455	Closed	-$250K	–	298
2025 Q2	$250K	Sell	4,455 -127	-3%	-$6.53K	0.03%	470
2025 Q1	$239K	Buy	4,582 +548	+14%	+$28.7K	0.03%	455
2024 Q4	$190K	Buy	4,034 +29	+0.7%	+$1.34K	0.03%	517
2024 Q3	$168K	Buy	4,005 +15	+0.4%	+$615	0.02%	522
2024 Q2	$163K	Sell	3,990 -11	-0.3%	-$431	0.03%	519
2024 Q1	$152K	Hold	4,001	–	–	0.02%	523
2023 Q4	$133K	Buy	4,001 +1,598	+67%	+$46.8K	0.02%	528
2023 Q3	$68.2K	Buy	2,403 +116	+5%	+$3.27K	0.03%	484
2023 Q2	$62.1K	Buy	+2,287	New	+$57.9K	0.05%	280

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

V-Square Quantitative Management's EQH Position: Q1 2026 in Review

V-Square Quantitative Management increased its Equitable Holdings (EQH) stake by 1.9% in Q1 2026, buying an estimated $3.98K and bringing the position to 4,904 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #512.

V-Square Quantitative Management first reported a position in EQH in Q2 2023 and has held it in 11 quarters since. The position peaked at $250K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

V-Square Quantitative Management held 4,904 shares of Equitable Holdings worth $182K as of Q1 2026.
V-Square Quantitative Management bought 93 Equitable Holdings shares in Q1 2026, an estimated $3.98K.
Equitable Holdings made up 0.02% of V-Square Quantitative Management's portfolio in Q1 2026, its #512 holding.
V-Square Quantitative Management first reported a position in Equitable Holdings in Q2 2023 and has held it in 11 quarters since.
V-Square Quantitative Management's Equitable Holdings position peaked at $250K in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.