Xponance’s Equitable Holdings EQH Stock Holding History

Xponance’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 Q1	$3.2M	Buy	86,330 +5,219	+6%	+$224K	0.02%	454
2025 Q4	$3.86M	Sell	81,111 -4,900	-6%	-$232K	0.03%	394
2025 Q3	$4.37M	Buy	86,011 +1,300	+2%	+$68.9K	0.03%	350
2025 Q2	$4.75M	Buy	84,711 +431	+0.5%	+$22.2K	0.04%	342
2025 Q1	$4.39M	Sell	84,280 -2,869	-3%	-$150K	0.04%	332
2024 Q4	$4.11M	Buy	87,149 +4,775	+6%	+$220K	0.04%	358
2024 Q3	$3.46M	Sell	82,374 -723	-0.9%	-$29.7K	0.03%	395
2024 Q2	$3.4M	Sell	83,097 -8,783	-10%	-$344K	0.03%	384
2024 Q1	$3.49M	Buy	91,880 +17,576	+24%	+$598K	0.04%	376
2023 Q4	$2.47M	Buy	74,304 +22,017	+42%	+$645K	0.03%	425
2023 Q3	$1.48M	Buy	52,287 +1,207	+2%	+$34.1K	0.02%	539
2023 Q2	$1.39M	Buy	51,080 +37,963	+289%	+$961K	0.02%	557
2023 Q1	$333K	Buy	13,117 +66	+0.5%	+$1.95K	﹤0.01%	1020
2022 Q4	$375K	Buy	+13,051	New	+$386K	0.01%	987

Other funds holding EQH

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return