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Virtus Investment Advisers’s Equitable Holdings EQH Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-2,600
Closed -$123K – 543
2024
Q4 		$123K Buy
+2,600
New +$120K 0.1% 240

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Virtus Investment Advisers's EQH Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 2,600 shares — an estimated $123K sold.

Virtus Investment Advisers first reported a position in EQH in Q4 2024 and held it in 1 quarter. The position peaked at $123K in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,600 Equitable Holdings shares in Q1 2025, an estimated $123K.
  • Virtus Investment Advisers first reported a position in Equitable Holdings in Q4 2024 and held it in 1 quarter.
  • Virtus Investment Advisers's Equitable Holdings position peaked at $123K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.