WI
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Westbourne Investments’s Equitable Holdings EQH Stock Holding History

Westbourne Investments’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
Q2 		– Sell
-27,030
Closed -$1.41M – 150
2025
Q1 		$1.41M Sell
27,030
-14,225
-34% -$745K 0.85% 43
2024
Q4 		$1.95M Buy
+41,255
New +$1.91M 1.15% 25

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westbourne Investments's EQH Position: Q2 2025 in Review

Westbourne Investments sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 27,030 shares — an estimated $1.41M sold.

Westbourne Investments first reported a position in EQH in Q4 2024 and held it in 2 quarters. The position peaked at $1.95M in Q4 2024. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Westbourne Investments reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • Westbourne Investments sold 27,030 Equitable Holdings shares in Q2 2025, an estimated $1.41M.
  • Westbourne Investments first reported a position in Equitable Holdings in Q4 2024 and held it in 2 quarters.
  • Westbourne Investments's Equitable Holdings position peaked at $1.95M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.