Legacy Wealth Management, LLC / MS
Position in EQH — Equitable Holdings, Inc.
CIK 2047443
RIDGELAND, MS
Position in EQH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,283,051
-$173,145 QoQ
Shares Held
29,240
-25.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#20
of 104 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Wealth Management, LLC / MS holds $4,614,507 across 7 Asset Management names. EQH ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
This page
|
29,240 | $1,283,051 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
55,109 | $740,664 | |
| 3 | CHY |
Calamos Convertible & High Income Fund
|
51,261 | $698,174 | |
| 4 | BX |
Blackstone Inc.
|
5,653 | $665,188 | |
| 5 | BLK |
BlackRock, Inc.
|
605 | $581,743 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,048 | $463,305 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
32,223 | $182,382 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,051 | 29,240 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,456,196 | 39,240 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,869,786 | 39,240 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,692,751 | 33,335 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,201,364 | 39,240 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,115,114 | 40,605 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,915,337 | 40,605 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,717,766 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $1,669,948 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,553,468 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,360,971 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,160,299 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,110,029 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,037,689 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $1,172,969 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,076,924 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,065,480 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $1,263,291 | 40,870 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $1,335,700 | 40,735 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $1,204,421 | 40,635 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $1,237,335 | 40,635 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $1,325,513 | 40,635 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $1,012,980 | 39,585 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $769,454 | 42,185 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $818,956 | 42,455 | Shares | Sole | 2024-12-12 | |
| 2020-03-31 | $594,184 | 41,120 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||