Vanguard Windsor Fund EQH Holdings History

Number of Shares
2.79 Mil
Current Holdings Value*
$138.13 Mil
% of Portfolio
0.63%
Total Estimate Gain
$183.28 Mil
% of Total Estimate Gain
44.03%

Vanguard Windsor Fund's Equitable Holdings Inc Holding Summary

As of 2025-04-30, VANGUARD WINDSOR FUNDS held 2.79 Mil shares of Equitable Holdings Inc(EQH), totaling $138.13 Mil. This investment constitutes 0.63% of their stock portfolio, and VANGUARD WINDSOR FUNDS now holds 0.92% of the outstanding Equitable Holdings Inc(EQH) stock.

The initial trade took place in 2021Q4. And since then Vanguard Windsor Fund has made 5 purchases of EQH, at an average price of $30.03, for a total of 13.86 Mil shares. In addition, there have been 9 sales at an average price of $40.95 for 11.07 Mil shares. Based on historical transaction data and EQH's current price of $52.36, Vanguard Windsor Fund's estimated gain on his EQH holdings is $183.28 Mil, reflecting a 44.03% gain to date.

Vanguard Windsor Fund EQH ($52.36) Holding Chart

Vanguard Windsor Fund EQH ($52.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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