Whittier Trust’s Equitable Holdings EQH Stock Holding History

Whittier Trust’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	$4.51K	Hold	95	–	–	﹤0.01%	1221
2026 Q1	$3.65K	Sell	95 -135	-59%	-$5.78K	﹤0.01%	1240
2025 Q4	$11.2K	Hold	230	–	–	﹤0.01%	1118
2025 Q3	$11.8K	Hold	230	–	–	﹤0.01%	1097
2025 Q2	$12.9K	Sell	230 -209	-48%	-$10.7K	﹤0.01%	1192
2025 Q1	$22.9K	Hold	439	–	–	﹤0.01%	1076
2024 Q4	$20.7K	Hold	439	–	–	﹤0.01%	1095
2024 Q3	$18.4K	Hold	439	–	–	﹤0.01%	1126
2024 Q2	$17.9K	Buy	439 +419	+2,095%	+$16.4K	﹤0.01%	1113
2024 Q1	$760	Hold	20	–	–	﹤0.01%	1465
2023 Q4	$665	Sell	20 -20	-50%	-$585	﹤0.01%	1461
2023 Q3	$1.13K	Sell	40 -414	-91%	-$11.7K	﹤0.01%	1504
2023 Q2	$12.3K	Hold	454	–	–	﹤0.01%	1230
2023 Q1	$11.5K	Hold	454	–	–	﹤0.01%	1280
2022 Q4	$13K	Sell	454 -198	-30%	-$5.86K	﹤0.01%	1241
2022 Q3	$17K	Sell	652 -36	-5%	-$1.02K	﹤0.01%	1229
2022 Q2	$18K	Buy	688 +20	+3%	+$580	﹤0.01%	1192
2022 Q1	$21K	Buy	668 +198	+42%	+$6.53K	﹤0.01%	1191
2021 Q4	$15K	Hold	470	–	–	﹤0.01%	1242
2021 Q3	$14K	Buy	+470	New	+$14.2K	﹤0.01%	1199

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Whittier Trust's EQH Position: Q2 2026 in Review

Whittier Trust held its Equitable Holdings (EQH) position steady in Q2 2026 at 95 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Whittier Trust first reported a position in EQH in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.9K in Q1 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Whittier Trust held 95 shares of Equitable Holdings worth $4.51K as of Q2 2026.
Whittier Trust left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1221 holding.
Whittier Trust first reported a position in Equitable Holdings in Q3 2021 and has held it in 20 quarters since.
Whittier Trust's Equitable Holdings position peaked at $22.9K in Q1 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.