Equitable Holdings shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Equitable Holdings
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Quarterly reported holdings in Equitable Holdings by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 33k | 50.78 |
| 2025-06-30 | $2.2M | 39k | 56.10 |
| 2025-03-31 | $2.1M | 41k | 52.09 |
| 2024-12-31 | $1.9M | 41k | 47.17 |
| 2024-09-30 | $1.7M | 41k | 42.03 |
| 2024-06-30 | $1.7M | 41k | 40.86 |
| 2024-03-31 | $1.6M | 41k | 38.01 |
| 2023-12-31 | $1.4M | 41k | 33.30 |
| 2023-09-30 | $1.2M | 41k | 28.39 |
| 2023-06-30 | $1.1M | 41k | 27.16 |
| 2023-03-31 | $1.0M | 41k | 25.39 |
| 2022-12-31 | $1.2M | 41k | 28.70 |
| 2022-09-30 | $1.1M | 41k | 26.35 |
| 2022-06-30 | $1.1M | 41k | 26.07 |
| 2022-03-31 | $1.3M | 41k | 30.91 |
| 2021-12-31 | $1.3M | 41k | 32.79 |
| 2021-09-30 | $1.2M | 41k | 29.64 |
| 2021-06-30 | $1.2M | 41k | 30.45 |
| 2021-03-31 | $1.3M | 41k | 32.62 |
| 2020-12-31 | $1.0M | 40k | 25.59 |
| 2020-09-30 | $770k | 42k | 18.24 |
| 2020-06-30 | $819k | 43k | 19.29 |
| 2020-03-31 | $594k | 41k | 14.45 |
More positions owned by Legacy Wealth Management, LLC / MS
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