Equitable Holdings shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Equitable Holdings
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All positions including Equitable Holdings held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Equitable Holdings by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 386k | 50.78 |
| 2025-06-30 | $18M | 312k | 56.10 |
| 2025-03-31 | $13M | 258k | 52.09 |
| 2024-12-31 | $8.9M | 189k | 47.17 |
| 2024-09-30 | $6.4M | 153k | 42.03 |
| 2024-06-30 | $4.2M | 102k | 40.86 |
| 2024-03-31 | $2.1M | 56k | 38.01 |
| 2023-09-30 | $5.6M | 197k | 28.39 |
| 2023-06-30 | $6.0M | 220k | 27.16 |
| 2023-03-31 | $8.2M | 1.7M | 4.86 |
| 2022-12-31 | $11M | 380k | 28.70 |
| 2022-09-30 | $8.8M | 333k | 26.35 |
| 2022-06-30 | $3.6M | 138k | 26.07 |
| 2022-03-31 | $5.1M | 164k | 30.91 |
| 2021-12-31 | $13M | 389k | 32.79 |
| 2021-09-30 | $12M | 395k | 29.64 |
| 2021-06-30 | $12M | 401k | 30.45 |
| 2021-03-31 | $16M | 475k | 32.62 |
| 2020-12-31 | $12M | 484k | 25.59 |
| 2020-09-30 | $8.4M | 461k | 18.24 |
| 2020-06-30 | $7.8M | 402k | 19.29 |
| 2020-03-31 | $6.5M | 448k | 14.45 |
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