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Wealthspire Advisors (New York)’s Equitable Holdings EQH Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-818
Closed -$41.5K – 1588
2025
Q3 		$41.5K Buy
+818
New +$43.3K ﹤0.01% 1316

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s EQH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 818 shares — an estimated $41.5K sold.

Wealthspire Advisors (New York) first reported a position in EQH in Q3 2025 and held it in 1 quarter. The position peaked at $41.5K in Q3 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 818 Equitable Holdings shares in Q4 2025, an estimated $41.5K.
  • Wealthspire Advisors (New York) first reported a position in Equitable Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Equitable Holdings position peaked at $41.5K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.