Advus Financial Partners, LLC’s Equitable Holdings EQH Stock Holding History

Advus Financial Partners, LLC’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	-4,890	Closed	-$248K	–	258
2025 Q3	$248K	Sell	4,890 -95	-2%	-$5.03K	0.06%	228
2025 Q2	$280K	Hold	4,985	–	–	0.07%	202
2025 Q1	$260K	Buy	4,985 +29	+0.6%	+$1.52K	0.07%	198
2024 Q4	$234K	Hold	4,956	–	–	0.07%	206
2024 Q3	$208K	Hold	4,956	–	–	0.06%	217
2024 Q2	$203K	Buy	+4,956	New	+$194K	0.06%	203

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Advus Financial Partners, LLC's EQH Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,890 shares — an estimated $248K sold.

Advus Financial Partners, LLC first reported a position in EQH in Q2 2024 and held it in 6 quarters. The position peaked at $280K in Q2 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

Advus Financial Partners, LLC reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 4,890 Equitable Holdings shares in Q4 2025, an estimated $248K.
Advus Financial Partners, LLC first reported a position in Equitable Holdings in Q2 2024 and held it in 6 quarters.
Advus Financial Partners, LLC's Equitable Holdings position peaked at $280K in Q2 2025.
552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.