WG
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Winton Group’s Equitable Holdings EQH Stock Holding History

Winton Group’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 		$3.83M Sell
87,200
-108,785
-56% -$4.55M 0.12% 203
2026
Q1 		$7.27M Buy
195,985
+181,985
+1,300% +$7.8M 0.26% 86
2025
Q4 		$667K Buy
+14,000
New +$664K 0.02% 574
2025
Q2 		– Sell
-111,024
Closed -$5.78M – 873
2025
Q1 		$5.78M Buy
+111,024
New +$5.81M 0.35% 67
2024
Q2 		– Sell
-394,851
Closed -$15M – 617
2024
Q1 		$15M Buy
+394,851
New +$13.4M 1.06% 16
2023
Q2 		– Sell
-41,432
Closed -$1.05M – 875
2023
Q1 		$1.05M Sell
41,432
-14,788
-26% -$436K 0.06% 429
2022
Q4 		$1.61M Buy
56,220
+11,069
+25% +$328K 0.11% 264
2022
Q3 		$1.19M Sell
45,151
-15,559
-26% -$442K 0.08% 350
2022
Q2 		$1.58M Sell
60,710
-5,193
-8% -$151K 0.08% 341
2022
Q1 		$2.04M Sell
65,903
-18,943
-22% -$624K 0.11% 243
2021
Q4 		$2.78M Buy
+84,846
New +$2.79M 0.17% 119
2021
Q3 		– Sell
-17,730
Closed -$540K – 1373
2021
Q2 		$540K Sell
17,730
-26,450
-60% -$863K 0.03% 874
2021
Q1 		$1.44M Sell
44,180
-1,033
-2% -$29.8K 0.08% 272
2020
Q4 		$1.16M Sell
45,213
-55,767
-55% -$1.3M 0.08% 334
2020
Q3 		$1.84M Buy
+100,980
New +$2.03M 0.06% 568
2019
Q3 		– Sell
-11,448
Closed -$239K – 1575
2019
Q2 		$239K Buy
+11,448
New +$246K ﹤0.01% 961

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Winton Group's EQH Position: Q2 2026 in Review

Winton Group reduced its Equitable Holdings (EQH) stake by 56% in Q2 2026, selling an estimated $4.55M and leaving 87,200 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #203.

Winton Group first reported a position in EQH in Q2 2019 and has held it in 16 quarters since. The position peaked at $15M in Q1 2024. 351 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Winton Group held 87,200 shares of Equitable Holdings worth $3.83M as of Q2 2026.
  • Winton Group sold 108,785 Equitable Holdings shares in Q2 2026, an estimated $4.55M.
  • Equitable Holdings made up 0.12% of Winton Group's portfolio in Q2 2026, its #203 holding.
  • Winton Group first reported a position in Equitable Holdings in Q2 2019 and has held it in 16 quarters since.
  • Winton Group's Equitable Holdings position peaked at $15M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.