EQH β€” EQUITABLE HLDGS INC

Ownership history in BLAIR WILLIAM & CO/IL  Β·  8 quarters on record

AI Ownership Summary

BLAIR WILLIAM & CO/IL reported EQUITABLE HLDGS INC (EQH) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows EQH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLAIR WILLIAM & CO/IL's position in EQUITABLE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EQH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLAIR WILLIAM & CO/IL held EQH β€” position size vs. price
% of Fund (quarterly)    EQH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,937 +745 +14.3% 0.00% $301K 2025-11-12 $44.92
2025 Q2 UNCHANGED 5,192 β€” 0% 0.00% $291K 2025-07-24 $51.12
2025 Q1 ADDED 5,192 +20 +0.4% 0.00% $270K 2025-05-09 $50.16
2024 Q4 ADDED 5,172 +1 +0.0% 0.00% $244K 2025-02-12 $52.17
2024 Q3 ADDED 5,171 +1 +0.0% 0.00% $217K 2024-11-12 $46.98
2024 Q2 REDUCED 5,170 -16,438 -76.1% 0.00% $211K 2024-08-12 $37.00
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BLAIR WILLIAM & CO/IL and EQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLAIR WILLIAM & CO/IL reported owning EQH?

BLAIR WILLIAM & CO/IL reported EQH across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported EQH position in BLAIR WILLIAM & CO/IL's portfolio?

The largest reported portfolio weight for EQH was 0.00% in 2025 Q1.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2025 Q3, when BLAIR WILLIAM & CO/IL reported 5,937 shares, equal to 0.00% of portfolio, with an estimated market value of $301K.

What does the chart on this EQH ownership page compare?

The chart compares BLAIR WILLIAM & CO/IL's quarterly EQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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