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Wedge Capital Management’s Equitable Holdings EQH Stock Holding History

Wedge 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
2026
Q2 		$3.63M Sell
82,636
-11,661
-12% -$488K 0.06% 240
2026
Q1 		$3.5M Buy
94,297
+13,911
+17% +$596K 0.06% 240
2025
Q4 		$3.83M Buy
80,386
+10,993
+16% +$521K 0.07% 243
2025
Q3 		$3.52M Buy
69,393
+2,014
+3% +$107K 0.06% 252
2025
Q2 		$3.78M Sell
67,379
-673,145
-91% -$34.6M 0.07% 237
2025
Q1 		$38.6M Sell
740,524
-135,065
-15% -$7.07M 0.75% 40
2024
Q4 		$41.3M Buy
875,589
+802,160
+1,092% +$37M 0.74% 42
2024
Q3 		$3.09M Buy
73,429
+2,669
+4% +$110K 0.05% 276
2024
Q2 		$2.89M Sell
70,760
-9,580
-12% -$375K 0.05% 274
2024
Q1 		$3.05M Buy
80,340
+7,028
+10% +$239K 0.05% 283
2023
Q4 		$2.44M Buy
73,312
+5,310
+8% +$155K 0.04% 295
2023
Q3 		$1.93M Sell
68,002
-119,495
-64% -$3.37M 0.04% 303
2023
Q2 		$5.09M Sell
187,497
-958,023
-84% -$24.2M 0.08% 281
2023
Q1 		$29.1M Buy
1,145,520
+102,933
+10% +$3.04M 0.49% 76
2022
Q4 		$29.9M Buy
1,042,587
+40,735
+4% +$1.21M 0.48% 87
2022
Q3 		$26.4M Sell
1,001,852
-22,782
-2% -$648K 0.45% 96
2022
Q2 		$26.7M Buy
1,024,634
+18,886
+2% +$547K 0.43% 110
2022
Q1 		$31.1M Sell
1,005,748
-18,875
-2% -$622K 0.42% 116
2021
Q4 		$33.6M Sell
1,024,623
-29,591
-3% -$971K 0.42% 107
2021
Q3 		$31.2M Buy
1,054,214
+10,569
+1% +$320K 0.4% 80
2021
Q2 		$31.8M Buy
1,043,645
+87,301
+9% +$2.85M 0.39% 90
2021
Q1 		$31.2M Buy
956,344
+56,542
+6% +$1.63M 0.37% 120
2020
Q4 		$23M Sell
899,802
-157,482
-15% -$3.68M 0.27% 148
2020
Q3 		$19.3M Buy
+1,057,284
New +$21.3M 0.26% 137

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Wedge Capital Management's EQH Position: Q2 2026 in Review

Wedge Capital Management reduced its Equitable Holdings (EQH) stake by 12% in Q2 2026, selling an estimated $488K and leaving 82,636 shares worth $3.63M. The position accounts for 0.06% of the portfolio, ranked #240.

Wedge Capital Management first reported a position in EQH in Q3 2020 and has held it in 24 quarters since. The position peaked at $41.3M in Q4 2024. 94 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Wedge Capital Management held 82,636 shares of Equitable Holdings worth $3.63M as of Q2 2026.
  • Wedge Capital Management sold 11,661 Equitable Holdings shares in Q2 2026, an estimated $488K.
  • Equitable Holdings made up 0.06% of Wedge Capital Management's portfolio in Q2 2026, its #240 holding.
  • Wedge Capital Management first reported a position in Equitable Holdings in Q3 2020 and has held it in 24 quarters since.
  • Wedge Capital Management's Equitable Holdings position peaked at $41.3M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.