Washington Trust Advisors’s Equitable Holdings EQH Stock Holding History

Washington Trust Advisors’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	$4.38K	Buy	118 +104	+743%	+$4.46K	﹤0.01%	540
2025 Q4	$667	Sell	14 -257	-95%	-$12.2K	﹤0.01%	581
2025 Q3	$13.8K	Sell	271 -12	-4%	-$636	﹤0.01%	483
2025 Q2	$15.9K	Buy	283 +196	+225%	+$10.1K	﹤0.01%	420
2025 Q1	$4.52K	Buy	+87	New	+$4.55K	﹤0.01%	558
2023 Q2	–	Sell	-657	Closed	-$16.7K	–	696
2023 Q1	$16.7K	Hold	657	–	–	﹤0.01%	441
2022 Q4	$18.9K	Sell	657 -387	-37%	-$11.5K	﹤0.01%	429
2022 Q3	$28K	Hold	1,044	–	–	﹤0.01%	471
2022 Q2	$27K	Hold	1,044	–	–	﹤0.01%	489
2022 Q1	$32K	Sell	1,044 -164	-14%	-$5.41K	﹤0.01%	510
2021 Q4	$40K	Buy	+1,208	New	+$39.7K	﹤0.01%	512

Other funds holding EQH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Washington Trust Advisors's EQH Position: Q1 2026 in Review

Washington Trust Advisors increased its Equitable Holdings (EQH) stake by 743% in Q1 2026, buying an estimated $4.46K and bringing the position to 118 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Washington Trust Advisors first reported a position in EQH in Q4 2021 and has held it in 11 quarters since. The position peaked at $40K in Q4 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Washington Trust Advisors held 118 shares of Equitable Holdings worth $4.38K as of Q1 2026.
Washington Trust Advisors bought 104 Equitable Holdings shares in Q1 2026, an estimated $4.46K.
Equitable Holdings made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #540 holding.
Washington Trust Advisors first reported a position in Equitable Holdings in Q4 2021 and has held it in 11 quarters since.
Washington Trust Advisors's Equitable Holdings position peaked at $40K in Q4 2021.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.