Vermillion & White Wealth Management Group’s Equitable Holdings EQH Stock Holding History

Vermillion & White Wealth Management Group’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	-53	Closed	-$2.52K	–	219
2025 Q4	$2.52K	Buy	53 +35	+194%	+$1.66K	﹤0.01%	481
2025 Q3	$914	Sell	18 -236	-93%	-$12.5K	﹤0.01%	532
2025 Q2	$14.2K	Buy	254 +236	+1,311%	+$12.1K	0.01%	267
2025 Q1	$938	Hold	18	–	–	﹤0.01%	481
2024 Q4	$849	Hold	18	–	–	﹤0.01%	345
2024 Q3	$757	Buy	+18	New	+$739	﹤0.01%	325

Other funds holding EQH

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

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

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vermillion & White Wealth Management Group's EQH Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 53 shares — an estimated $2.52K sold.

Vermillion & White Wealth Management Group first reported a position in EQH in Q3 2024 and held it in 6 quarters. The position peaked at $14.2K in Q2 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 53 Equitable Holdings shares in Q1 2026, an estimated $2.52K.
Vermillion & White Wealth Management Group first reported a position in Equitable Holdings in Q3 2024 and held it in 6 quarters.
Vermillion & White Wealth Management Group's Equitable Holdings position peaked at $14.2K in Q2 2025.
542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.