William Blair & Company
EQH icon

William Blair & Company’s Equitable Holdings EQH Stock Holding History

William Blair & Company’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
Q4 		– Sell
-5,937
Closed -$301K – 1889
2025
Q3 		$301K Buy
5,937
+745
+14% +$39.5K ﹤0.01% 1303
2025
Q2 		$291K Hold
5,192
– – ﹤0.01% 1277
2025
Q1 		$270K Buy
5,192
+20
+0.4% +$1.05K ﹤0.01% 1291
2024
Q4 		$244K Buy
5,172
+1
+0% +$46 ﹤0.01% 1368
2024
Q3 		$217K Buy
5,171
+1
+0% +$41 ﹤0.01% 1407
2024
Q2 		$211K Buy
+5,170
New +$203K ﹤0.01% 1398
2022
Q1 		– Sell
-21,608
Closed -$709K – 1932
2021
Q4 		$709K Buy
+21,608
New +$709K ﹤0.01% 1080
2020
Q2 		– Sell
-10,715
Closed -$155K – 1692
2020
Q1 		$155K Buy
+10,715
New +$234K ﹤0.01% 1228

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 $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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

William Blair & Company's EQH Position: Q4 2025 in Review

William Blair & Company sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 5,937 shares — an estimated $301K sold.

William Blair & Company first reported a position in EQH in Q1 2020 and held it in 8 quarters. The position peaked at $709K in Q4 2021. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • William Blair & Company reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • William Blair & Company sold 5,937 Equitable Holdings shares in Q4 2025, an estimated $301K.
  • William Blair & Company first reported a position in Equitable Holdings in Q1 2020 and held it in 8 quarters.
  • William Blair & Company's Equitable Holdings position peaked at $709K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.