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What smart money is saying about Equitable HoldingsUnited States flag

EQH · Financial Services · Insurance - Diversified · Market cap $14.50B

5 funds in our archive have pitched Equitable Holdings — most recently Harris Associates U.S. Large Value Strategy in June 2026.

Company profile

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

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Summarize with Warren AI
5
Reported positions
1
Bought
4
Sold
9
Letters

Position history

Between Q1 2025 and Q2 2026, 5 fund letters reported a position in Equitable Holdings1 opened or added to the position, 4 trimmed or exited.

Fund letters reporting a position in Equitable Holdings, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263121
Q1 20262021
Q3 20250001
Q1 20250002

Fund activity · 5 positions · 5 moves

Fund coverage · 5 theses

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