WCM
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Wedge Capital Management’s Equitable Holdings EQH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Sell
67,379
-673,145
-91% -$37.8M 0.07% 237
2025
Q1
$38.6M Sell
740,524
-135,065
-15% -$7.04M 0.75% 40
2024
Q4
$41.3M Buy
875,589
+802,160
+1,092% +$37.8M 0.74% 42
2024
Q3
$3.09M Buy
73,429
+2,669
+4% +$112K 0.05% 276
2024
Q2
$2.89M Sell
70,760
-9,580
-12% -$391K 0.05% 274
2024
Q1
$3.05M Buy
80,340
+7,028
+10% +$267K 0.05% 283
2023
Q4
$2.44M Buy
73,312
+5,310
+8% +$177K 0.04% 295
2023
Q3
$1.93M Sell
68,002
-119,495
-64% -$3.39M 0.04% 303
2023
Q2
$5.09M Sell
187,497
-958,023
-84% -$26M 0.08% 281
2023
Q1
$29.1M Buy
1,145,520
+102,933
+10% +$2.61M 0.49% 76
2022
Q4
$29.9M Buy
1,042,587
+40,735
+4% +$1.17M 0.48% 87
2022
Q3
$26.4M Sell
1,001,852
-22,782
-2% -$600K 0.45% 96
2022
Q2
$26.7M Buy
1,024,634
+18,886
+2% +$492K 0.43% 110
2022
Q1
$31.1M Sell
1,005,748
-18,875
-2% -$583K 0.42% 116
2021
Q4
$33.6M Sell
1,024,623
-29,591
-3% -$970K 0.42% 107
2021
Q3
$31.2M Buy
1,054,214
+10,569
+1% +$313K 0.4% 80
2021
Q2
$31.8M Buy
1,043,645
+87,301
+9% +$2.66M 0.39% 90
2021
Q1
$31.2M Buy
956,344
+56,542
+6% +$1.84M 0.37% 120
2020
Q4
$23M Sell
899,802
-157,482
-15% -$4.03M 0.27% 148
2020
Q3
$19.3M Buy
+1,057,284
New +$19.3M 0.26% 137