Vanguard Personalized Indexing Management’s Equitable Holdings EQH Stock Holding History

Vanguard Personalized Indexing 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 Q2	$1.92M	Buy	43,735 +4,688	+12%	+$196K	0.02%	660
2026 Q1	$1.45M	Buy	39,047 +2,835	+8%	+$121K	0.01%	751
2025 Q4	$1.73M	Sell	36,212 -470	-1%	-$22.3K	0.02%	664
2025 Q3	$1.86M	Sell	36,682 -851	-2%	-$45.1K	0.02%	612
2025 Q2	$2.11M	Buy	37,533 +3,735	+11%	+$192K	0.02%	551
2025 Q1	$1.76M	Buy	33,798 +1,890	+6%	+$98.9K	0.03%	539
2024 Q4	$1.51M	Buy	31,908 +617	+2%	+$28.5K	0.02%	580
2024 Q3	$1.32M	Sell	31,291 -113	-0.4%	-$4.64K	0.02%	639
2024 Q2	$1.28M	Buy	31,404 +3,123	+11%	+$122K	0.02%	570
2024 Q1	$1.07M	Buy	28,281 +523	+2%	+$17.8K	0.02%	625
2023 Q4	$924K	Buy	27,758 +11,906	+75%	+$349K	0.02%	690
2023 Q3	$450K	Buy	15,852 +1,487	+10%	+$42K	0.01%	922
2023 Q2	$390K	Sell	14,365 -1	-0%	-$25	0.01%	1008
2023 Q1	$365K	Sell	14,366 -30,575	-68%	-$902K	0.01%	1020
2022 Q4	$1.29M	Sell	44,941 -689	-2%	-$20.4K	0.05%	408
2022 Q3	$1.2M	Buy	45,630 +966	+2%	+$27.5K	0.05%	400
2022 Q2	$1.16M	Buy	44,664 +26,879	+151%	+$779K	0.05%	393
2022 Q1	$550K	Sell	17,785 -44,837	-72%	-$1.48M	0.03%	792
2021 Q4	$2.05M	Buy	62,622 +38,658	+161%	+$1.27M	0.12%	157
2021 Q3	$710K	Buy	23,964 +16,235	+210%	+$491K	0.06%	342
2021 Q2	$235K	Sell	7,729 -5,953	-44%	-$194K	0.02%	844
2021 Q1	$446K	Buy	+13,682	New	+$394K	0.07%	349
2020 Q4	–	Sell	-10,768	Closed	-$196K	–	562
2020 Q3	$196K	Buy	10,768 +395	+4%	+$7.94K	0.06%	409
2020 Q2	$200K	Buy	+10,373	New	+$185K	0.09%	293

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Personalized Indexing Management's EQH Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Equitable Holdings (EQH) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 43,735 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #660.

Vanguard Personalized Indexing Management first reported a position in EQH in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Vanguard Personalized Indexing Management held 43,735 shares of Equitable Holdings worth $1.92M as of Q2 2026.
Vanguard Personalized Indexing Management bought 4,688 Equitable Holdings shares in Q2 2026, an estimated $196K.
Equitable Holdings made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #660 holding.
Vanguard Personalized Indexing Management first reported a position in Equitable Holdings in Q2 2020 and has held it in 24 quarters since.
Vanguard Personalized Indexing Management's Equitable Holdings position peaked at $2.11M in Q2 2025.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.