Equitable Holdings shares owned by Wellington Management Company
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Equitable Holdings
Tip: Access up to 7 years of quarterly data
All positions including Equitable Holdings held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Equitable Holdings by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629M | 12M | 50.78 |
| 2025-06-30 | $720M | 13M | 56.10 |
| 2025-03-31 | $567M | 11M | 52.09 |
| 2024-12-31 | $416M | 8.8M | 47.17 |
| 2024-09-30 | $232M | 5.5M | 42.03 |
| 2024-06-30 | $219M | 5.4M | 40.86 |
| 2024-03-31 | $281M | 7.4M | 38.01 |
| 2023-12-31 | $374M | 11M | 33.30 |
| 2023-09-30 | $489M | 17M | 28.39 |
| 2023-06-30 | $564M | 21M | 27.16 |
| 2023-03-31 | $435M | 17M | 25.39 |
| 2022-12-31 | $546M | 19M | 28.70 |
| 2022-03-31 | $414M | 13M | 30.91 |
| 2021-12-31 | $481M | 15M | 32.79 |
| 2021-09-30 | $479M | 16M | 29.64 |
| 2021-06-30 | $481M | 16M | 30.45 |
| 2021-03-31 | $439M | 13M | 32.62 |
| 2020-12-31 | $398M | 16M | 25.59 |
| 2020-09-30 | $307M | 17M | 18.24 |
| 2020-06-30 | $335M | 17M | 19.29 |
| 2020-03-31 | $288M | 20M | 14.45 |
More positions owned by Wellington Management Company
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