Wealth Enhancement Advisory Services’s Equitable Holdings EQH Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$1.11M	Sell	23,614 -13,390	-36%	-$560K	﹤0.01%	1997
2026 Q1	$1.4M	Buy	37,004 +6,529	+21%	+$280K	﹤0.01%	1594
2025 Q4	$1.49M	Sell	30,475 -5,063	-14%	-$240K	﹤0.01%	1703
2025 Q3	$1.81M	Buy	35,538 +791	+2%	+$41.9K	﹤0.01%	1499
2025 Q2	$1.93M	Sell	34,747 -94	-0.3%	-$4.83K	﹤0.01%	1366
2025 Q1	$1.81M	Buy	34,841 +7,240	+26%	+$379K	﹤0.01%	1299
2024 Q4	$1.3M	Buy	27,601 +20,095	+268%	+$928K	﹤0.01%	1402
2024 Q3	$315K	Buy	7,506 +1,170	+18%	+$48K	﹤0.01%	2142
2024 Q2	$259K	Buy	6,336 +224	+4%	+$8.78K	﹤0.01%	2084
2024 Q1	$232K	Buy	+6,112	New	+$208K	﹤0.01%	2095

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's EQH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Equitable Holdings (EQH) stake by 36% in Q2 2026, selling an estimated $560K and leaving 23,614 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Wealth Enhancement Advisory Services first reported a position in EQH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2025. 75 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Wealth Enhancement Advisory Services held 23,614 shares of Equitable Holdings worth $1.11M as of Q2 2026.
Wealth Enhancement Advisory Services sold 13,390 Equitable Holdings shares in Q2 2026, an estimated $560K.
Equitable Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1997 holding.
Wealth Enhancement Advisory Services first reported a position in Equitable Holdings in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Equitable Holdings position peaked at $1.93M in Q2 2025.
75 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.