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Westside Investment Management’s Equitable Holdings EQH Stock Holding History

Westside Investment 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 		– Sell
-6
Closed -$223 – 1463
2026
Q1 		$223 Hold
6
– – ﹤0.01% 1452
2025
Q4 		$286 Buy
+6
New +$285 ﹤0.01% 1457

Other funds holding EQH

BlackRock
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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 $3.37T AUM 44.26% 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

Westside Investment Management's EQH Position: Q2 2026 in Review

Westside Investment Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 6 shares — an estimated $223 sold.

Westside Investment Management first reported a position in EQH in Q4 2025 and held it in 2 quarters. The position peaked at $286 in Q4 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Westside Investment Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 6 Equitable Holdings shares in Q2 2026, an estimated $223.
  • Westside Investment Management first reported a position in Equitable Holdings in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's Equitable Holdings position peaked at $286 in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.