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Westend Capital Management’s Equitable Holdings EQH Stock Holding History

Westend 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
-64
Closed -$3.59K – 257
2025
Q2 		$3.59K Hold
64
– – ﹤0.01% 190
2025
Q1 		$3.33K Hold
64
– – ﹤0.01% 184
2024
Q4 		$3.02K Hold
64
– – ﹤0.01% 197
2024
Q3 		$2.69K Hold
64
– – ﹤0.01% 210
2024
Q2 		$2.61K Hold
64
– – ﹤0.01% 195
2024
Q1 		$2.43K Buy
+64
New +$2.18K ﹤0.01% 222

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

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

Westend Capital Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 64 shares — an estimated $3.59K sold.

Westend Capital Management first reported a position in EQH in Q1 2024 and held it in 6 quarters. The position peaked at $3.59K in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Westend Capital Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Westend Capital Management sold 64 Equitable Holdings shares in Q3 2025, an estimated $3.59K.
  • Westend Capital Management first reported a position in Equitable Holdings in Q1 2024 and held it in 6 quarters.
  • Westend Capital Management's Equitable Holdings position peaked at $3.59K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Westend Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.