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Vident Advisory’s Equitable Holdings EQH Stock Holding History

Vident Advisory’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 		$1.42M Sell
38,340
-82,315
-68% -$3.53M 0.01% 735
2025
Q4 		$5.75M Buy
120,655
+16,655
+16% +$790K 0.05% 295
2025
Q3 		$5.28M Buy
104,000
+2,393
+2% +$127K 0.05% 291
2025
Q2 		$5.7M Sell
101,607
-10,447
-9% -$537K 0.06% 246
2025
Q1 		$5.84M Sell
112,054
-13,254
-11% -$694K 0.09% 205
2024
Q4 		$5.91M Buy
125,308
+19,145
+18% +$884K 0.1% 184
2024
Q3 		$4.46M Buy
106,163
+7,066
+7% +$290K 0.11% 170
2024
Q2 		$4.05M Buy
99,097
+2,647
+3% +$104K 0.11% 182
2024
Q1 		$3.67M Sell
96,450
-7,596
-7% -$258K 0.08% 258
2023
Q4 		$3.46M Buy
104,046
+1,091
+1% +$31.9K 0.09% 256
2023
Q3 		$2.92M Buy
+102,955
New +$2.91M 0.09% 232

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

Vident Advisory's EQH Position: Q1 2026 in Review

Vident Advisory reduced its Equitable Holdings (EQH) stake by 68% in Q1 2026, selling an estimated $3.53M and leaving 38,340 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #735.

Vident Advisory first reported a position in EQH in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.91M in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Vident Advisory held 38,340 shares of Equitable Holdings worth $1.42M as of Q1 2026.
  • Vident Advisory sold 82,315 Equitable Holdings shares in Q1 2026, an estimated $3.53M.
  • Equitable Holdings made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #735 holding.
  • Vident Advisory first reported a position in Equitable Holdings in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Equitable Holdings position peaked at $5.91M in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.