SHELTON CAPITAL MANAGEMENT

Position in EQH — Equitable Holdings, Inc.

CIK 1002784 Denver, CO

Position in EQH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$407,601

+$56,652 QoQ

Shares Held

9,289

-1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#295

of 482 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $7,776,863 across 13 Asset Management names. EQH ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HASI	HA Sustainable Infrastructure Capital, Inc.	90,757	$3,544,060
2	BLK	BlackRock, Inc.	750	$721,170
3	BX	Blackstone Inc.	3,957	$465,620
4	EQH	Equitable Holdings, Inc. This page	9,289	$407,601
5	AMP	Ameriprise Financial Inc	834	$382,605
6	CG	Carlyle Group Inc.	8,401	$353,766
7	KKR	KKR & Co. Inc.	3,675	$337,291
8	AMG	Affiliated Managers Group, Inc.	889	$300,837

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,601	9,289	-1.8%	Shares	Sole	2026-08-14
2026-03-31	$350,949	9,457	0.0%	Shares	Sole	2026-05-15
2025-12-31	$450,626	9,457	-12.3%	Shares	Sole	2026-02-17
2025-09-30	$547,306	10,778	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$616,707	10,993	-2.3%	Shares	Sole	2025-08-13
2025-03-31	$586,116	11,252	-4.0%	Shares	Sole	2025-05-15
2024-12-31	$552,596	11,715	-4.1%	Shares	Sole	2025-02-13
2024-09-30	$513,522	12,218	0.0%	Shares	Sole	2024-11-14
2024-06-30	$499,227	12,218	-11.0%	Shares	Sole	2024-08-13
2024-03-31	$521,611	13,723	0.0%	Shares	Sole	2024-05-15
2023-12-31	$456,975	13,723	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.