Valued Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Valued Wealth 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	$2.32K	Sell	53 -3	-5%	-$125	﹤0.01%	641
2026 Q1	$2.06K	Sell	56 -2	-3%	-$86	﹤0.01%	561
2025 Q4	$2.77K	Buy	58 +1	+2%	+$47	﹤0.01%	372
2025 Q3	$2.89K	Hold	57	–	–	﹤0.01%	349
2025 Q2	$3.17K	Buy	57 +1	+2%	+$51	﹤0.01%	337
2025 Q1	$2.93K	Hold	56	–	–	﹤0.01%	374
2024 Q4	$2.64K	Buy	56 +13	+30%	+$600	﹤0.01%	377
2024 Q3	$1.81K	Sell	43 -2	-4%	-$82	﹤0.01%	385
2024 Q2	$1.84K	Sell	45 -5	-10%	-$196	﹤0.01%	373
2024 Q1	$1.9K	Buy	50 +42	+525%	+$1.43K	﹤0.01%	364
2023 Q4	$229	Buy	+8	New	+$234	﹤0.01%	491

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's EQH Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Equitable Holdings (EQH) stake by 5.4% in Q2 2026, selling an estimated $125 and leaving 53 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Valued Wealth Advisors first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17K in Q2 2025. 81 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Valued Wealth Advisors held 53 shares of Equitable Holdings worth $2.32K as of Q2 2026.
Valued Wealth Advisors sold 3 Equitable Holdings shares in Q2 2026, an estimated $125.
Equitable Holdings made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #641 holding.
Valued Wealth Advisors first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Equitable Holdings position peaked at $3.17K in Q2 2025.
81 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.