VF
EQH icon

Vest Financial’s Equitable Holdings EQH Stock Holding History

Vest Financial’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
-236,225
Closed -$11.3M – 423
2025
Q4 		$11.3M Buy
236,225
+14,487
+7% +$687K 0.14% 140
2025
Q3 		$11.3M Sell
221,738
-6,801
-3% -$360K 0.15% 140
2025
Q2 		$12.8M Buy
228,539
+804
+0.4% +$41.4K 0.18% 129
2025
Q1 		$11.9M Sell
227,735
-524,356
-70% -$27.5M 0.18% 121
2024
Q4 		$35.5M Buy
752,091
+78,725
+12% +$3.64M 0.63% 75
2024
Q3 		$28.3M Buy
673,366
+113,856
+20% +$4.67M 0.55% 91
2024
Q2 		$22.9M Buy
559,510
+38,104
+7% +$1.49M 0.55% 88
2024
Q1 		$19.8M Buy
521,406
+136,587
+35% +$4.65M 0.53% 74
2023
Q4 		$12.8M Buy
384,819
+68,520
+22% +$2.01M 0.48% 105
2023
Q3 		$8.98M Buy
316,299
+118,683
+60% +$3.35M 0.49% 84
2023
Q2 		$5.37M Buy
197,616
+140,149
+244% +$3.55M 0.5% 80
2023
Q1 		$1.46M Buy
+57,467
New +$1.7M 0.2% 78

Other funds holding EQH

BlackRock
BlackRock New York $5.7T 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