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Weiss Asset Management’s Equitable Holdings EQH Stock Holding History

Weiss Asset 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 		$3.33M Buy
+75,840
New +$3.17M 0.03% 282
2025
Q4 		– Sell
-30,024
Closed -$1.52M – 672
2025
Q3 		$1.52M Sell
30,024
-719
-2% -$38.1K 0.02% 290
2025
Q2 		$1.72M Buy
+30,743
New +$1.58M 0.02% 266
2022
Q4 		– Sell
-26,575
Closed -$700K – 577
2022
Q3 		$700K Buy
+26,575
New +$755K 0.02% 501

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Weiss Asset Management's EQH Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 75,840 shares worth $3.33M. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in EQH as recently as Q3 2025.

Weiss Asset Management first reported a position in EQH in Q3 2022 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Weiss Asset Management held 75,840 shares of Equitable Holdings worth $3.33M as of Q2 2026.
  • Equitable Holdings was a new Weiss Asset Management position in Q2 2026.
  • Equitable Holdings made up 0.03% of Weiss Asset Management's portfolio in Q2 2026, its #282 holding.
  • Weiss Asset Management first reported a position in Equitable Holdings in Q3 2022 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.