Vestmark Advisory Solutions’s Equitable Holdings EQH Stock Holding History

Vestmark Advisory Solutions’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
2025 Q2	–	Sell	-7,929	Closed	-$413K	–	784
2025 Q1	$413K	Sell	7,929 -98	-1%	-$5.13K	0.01%	551
2024 Q4	$379K	Buy	+8,027	New	+$371K	0.01%	460
2022 Q3	–	Sell	-8,785	Closed	-$229K	–	834
2022 Q2	$229K	Sell	8,785 -89	-1%	-$2.58K	0.01%	776
2022 Q1	$274K	Buy	+8,874	New	+$293K	0.02%	743
2021 Q4	–	Sell	-8,141	Closed	-$241K	–	851
2021 Q3	$241K	Buy	8,141 +299	+4%	+$9.05K	0.02%	740
2021 Q2	$239K	Buy	7,842 +865	+12%	+$28.2K	0.02%	693
2021 Q1	$228K	Buy	+6,977	New	+$201K	0.02%	673

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vestmark Advisory Solutions's EQH Position: Q2 2025 in Review

Vestmark Advisory Solutions sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 7,929 shares — an estimated $413K sold.

Vestmark Advisory Solutions first reported a position in EQH in Q1 2021 and held it in 7 quarters. The position peaked at $413K in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Vestmark Advisory Solutions reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Vestmark Advisory Solutions sold 7,929 Equitable Holdings shares in Q2 2025, an estimated $413K.
Vestmark Advisory Solutions first reported a position in Equitable Holdings in Q1 2021 and held it in 7 quarters.
Vestmark Advisory Solutions's Equitable Holdings position peaked at $413K in Q1 2025.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.