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WealthTrak Capital Management’s Equitable Holdings EQH Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-15
Closed -$842 – 341
2025
Q2 		$842 Sell
15
-5
-25% -$257 ﹤0.01% 565
2025
Q1 		$1.04K Buy
20
+5
+33% +$262 ﹤0.01% 513
2024
Q4 		$708 Buy
+15
New +$693 ﹤0.01% 502

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 $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrak Capital Management's EQH Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 15 shares — an estimated $842 sold.

WealthTrak Capital Management first reported a position in EQH in Q4 2024 and held it in 3 quarters. The position peaked at $1.04K in Q1 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 15 Equitable Holdings shares in Q3 2025, an estimated $842.
  • WealthTrak Capital Management first reported a position in Equitable Holdings in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Equitable Holdings position peaked at $1.04K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.