WealthCollab’s Equitable Holdings EQH Stock Holding History

WealthCollab’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	$6.61K	Hold	178	–	–	﹤0.01%	627
2025 Q4	$8.48K	Hold	178	–	–	﹤0.01%	603
2025 Q3	$9.04K	Hold	178	–	–	﹤0.01%	545
2025 Q2	$9.99K	Hold	178	–	–	0.01%	492
2025 Q1	$9.27K	Hold	178	–	–	0.01%	479
2024 Q4	$8.4K	Sell	178 -45	-20%	-$2.08K	0.01%	483
2024 Q3	$9.37K	Hold	223	–	–	0.01%	478
2024 Q2	$9.11K	Hold	223	–	–	0.01%	450
2024 Q1	$8.48K	Hold	223	–	–	0.01%	467
2023 Q4	$7.43K	Buy	+223	New	+$6.53K	0.01%	479

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

WealthCollab's EQH Position: Q1 2026 in Review

WealthCollab held its Equitable Holdings (EQH) position steady in Q1 2026 at 178 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

WealthCollab first reported a position in EQH in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.99K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

WealthCollab held 178 shares of Equitable Holdings worth $6.61K as of Q1 2026.
WealthCollab left its Equitable Holdings share count unchanged in Q1 2026.
Equitable Holdings made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #627 holding.
WealthCollab first reported a position in Equitable Holdings in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Equitable Holdings position peaked at $9.99K in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.