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Equitable Holdings shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $239k 4.3k 56.10
2025-03-31 $210k 4.0k 52.09

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Trimble Navigation (TRMB)
Ishares Tr Core 60/40 Balan (AOR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for BSW Wealth Partners

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Massachusetts Financial Services
Invesco
Pzena Investment Management
Conifer Management
Northern Trust
Nordea Investment Management Ab
Robeco Investment Management

View all funds holding Equitable Holdings