Andreas Halvorsen's EQH Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 5.4 M shares of Equitable Holdings, Inc. (EQH) worth $236.9 M, representing 0.68% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in EQH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 5.4 M shares. Largest reduction occurred in Q2 2021, reducing 5.99 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Equitable Holdings (EQH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equitable Holdings (EQH) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +5.4 M | New Buy | 5.4 M | $43.88 |
| Q2 2025 | -3.28 M | Sold Out | 0 | $0.00 |
| Q1 2025 | +2.52 M | Add 329.08% | 3.28 M | $52.09 |
| Q4 2024 | -2.29 M | Reduce 74.94% | 764,323 | $47.17 |
| Q3 2024 | -2.81 M | Reduce 47.94% | 3.05 M | $42.03 |
| Q2 2024 | +3.8 M | Add 184.83% | 5.86 M | $40.86 |
| Q1 2024 | +2.06 M | New Buy | 2.06 M | $38.01 |
| Q2 2023 | -3.99 M | Sold Out | 0 | $0.00 |
| Q1 2023 | -1.22 M | Reduce 23.46% | 3.99 M | $25.39 |
| Q4 2022 | +5.21 M | New Buy | 5.21 M | $28.70 |
| Q2 2021 | -5.99 M | Sold Out | 0 | $0.00 |
| Q1 2021 | +2.11 M | Add 54.55% | 5.99 M | $32.62 |
| Q4 2020 | +3.87 M | New Buy | 3.87 M | $25.59 |
Andreas Halvorsen's Equitable Holdings Investment FAQs
Andreas Halvorsen first purchased Equitable Holdings, Inc. (EQH) in Q4 2020, acquiring 3,874,110 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Equitable Holdings, Inc. (EQH) for 13 quarters since Q4 2020.
Andreas Halvorsen's largest addition to Equitable Holdings, Inc. (EQH) was in Q2 2026, adding 5,398,896 shares worth $236.9 M.
According to the latest 13F filing for Q2 2026, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 5,398,896 shares of Equitable Holdings, Inc. (EQH), valued at approximately $236.9 M.
As of the Q2 2026 filing, Equitable Holdings, Inc. (EQH) represents approximately 0.68% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in Equitable Holdings, Inc. (EQH) was 5,987,489 shares, as reported at the end of Q1 2021.