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Whipplewood Advisors’s Equitable Holdings EQH Stock Holding History

Whipplewood Advisors’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
-281
Closed -$10.4K – 784
2026
Q1 		$10.4K Buy
+281
New +$12K 0.01% 480
2025
Q3 		– Sell
-359
Closed -$20.1K – 578
2025
Q2 		$20.1K Buy
359
+21
+6% +$1.08K 0.01% 459
2025
Q1 		$19K Sell
338
-34
-9% -$1.78K 0.01% 460
2024
Q4 		$17.5K Buy
+372
New +$17.2K 0.01% 463

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 $3.37T 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

Whipplewood Advisors's EQH Position: Q2 2026 in Review

Whipplewood Advisors sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 281 shares — an estimated $10.4K sold.

Whipplewood Advisors first reported a position in EQH in Q4 2024 and held it in 4 quarters. The position peaked at $20.1K in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Whipplewood Advisors reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 281 Equitable Holdings shares in Q2 2026, an estimated $10.4K.
  • Whipplewood Advisors first reported a position in Equitable Holdings in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Equitable Holdings position peaked at $20.1K in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.