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Verdence Capital Advisors’s Equitable Holdings EQH Stock Holding History

Verdence Capital 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
Q1 		– Sell
-8,059
Closed -$384K – 687
2025
Q4 		$384K Buy
8,059
+209
+3% +$9.91K 0.02% 493
2025
Q3 		$384K Buy
7,850
+25
+0.3% +$1.32K 0.02% 523
2025
Q2 		$439K Buy
+7,825
New +$402K 0.03% 460
2024
Q1 		– Sell
-31,849
Closed -$1.06M – 593
2023
Q4 		$1.06M Sell
31,849
-5,333
-14% -$156K 0.1% 213
2023
Q3 		$1.06M Buy
37,182
+1,588
+4% +$44.8K 0.11% 201
2023
Q2 		$967K Buy
35,594
+665
+2% +$16.8K 0.11% 206
2023
Q1 		$887K Buy
34,929
+11,967
+52% +$353K 0.11% 213
2022
Q4 		$659K Buy
22,962
+12,595
+121% +$373K 0.08% 235
2022
Q3 		$273K Sell
10,367
-2,808
-21% -$79.8K 0.04% 399
2022
Q2 		$343K Sell
13,175
-6,043
-31% -$175K 0.04% 353
2022
Q1 		$594K Sell
19,218
-639
-3% -$21.1K 0.07% 271
2021
Q4 		$651K Buy
19,857
+3,135
+19% +$103K 0.08% 243
2021
Q3 		$496K Buy
16,722
+5,814
+53% +$176K 0.07% 277
2021
Q2 		$332K Buy
10,908
+2,627
+32% +$85.7K 0.05% 335
2021
Q1 		$270K Sell
8,281
-7,223
-47% -$208K 0.05% 376
2020
Q4 		$397K Sell
15,504
-601
-4% -$14.1K 0.08% 238
2020
Q3 		$294K Buy
16,105
+525
+3% +$10.6K 0.07% 256
2020
Q2 		$301K Buy
+15,580
New +$278K 0.07% 241

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verdence Capital Advisors's EQH Position: Q1 2026 in Review

Verdence Capital Advisors sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 8,059 shares — an estimated $384K sold.

Verdence Capital Advisors first reported a position in EQH in Q2 2020 and held it in 18 quarters. The position peaked at $1.06M in Q4 2023. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Verdence Capital Advisors reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 8,059 Equitable Holdings shares in Q1 2026, an estimated $384K.
  • Verdence Capital Advisors first reported a position in Equitable Holdings in Q2 2020 and held it in 18 quarters.
  • Verdence Capital Advisors's Equitable Holdings position peaked at $1.06M in Q4 2023.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.