Wealth Preservation Advisors’s Equitable Holdings EQH Stock Holding History

Wealth Preservation 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	$1.82K	Buy	+49	New	+$2.1K	﹤0.01%	606

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

Wealth Preservation Advisors's EQH Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Equitable Holdings (EQH) in Q1 2026: 49 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Wealth Preservation Advisors held 49 shares of Equitable Holdings worth $1.82K as of Q1 2026.
Equitable Holdings was a new Wealth Preservation Advisors position in Q1 2026.
Equitable Holdings made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #606 holding.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.