Equitable Trust CO Reduced Holdings in Q3 2025

Equitable Trust CO

  • $2.08 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-213K
- 23.56%
$26.38 - $27.95 $5.62M - $5.95M
691K $18.9M
CRM
Salesforce, Inc.

Technology
-13.1K
- 25.34%
$231.66 - $273.65 $3.04M - $3.59M
38.6K $9.16M
OTIS
Otis Worldwide Corp

Industrials
-24.8K
- 15.03%
$84.93 - $101.07 $2.11M - $2.51M
140K $12.8M
ROP
Roper Technologies Inc

Industrials
-5.71K
- 90.65%
$495.03 - $573.0 $2.83M - $3.27M
589 $293K
CCI
Crown Castle International Corp

Real Estate
-14.9K
- 6.25%
$92.96 - $113.91 $1.38M - $1.69M
223K $21.5M
DG
Dollar General Corp

Consumer Defensive
-1.88K
- 0.86%
$101.86 - $116.32 $191K - $218K
216K $22.4M
UNH
Unitedhealth Group Inc

Healthcare
-11.4K
- 24.29%
$237.77 - $353.61 $2.7M - $4.02M
35.4K $12.2M
PSA
Public Storage

Real Estate
-7.34K
- 16.93%
$271.94 - $298.09 $2M - $2.19M
36K $10.4M
WFC
Wells Fargo & Company

Financial Services
-19.7K
- 71.56%
$77.05 - $85.16 $1.52M - $1.68M
7.85K $657K
SPGI
S&P Global Inc.

Financial Services
-746
- 3.25%
$484.94 - $564.15 $362K - $421K
22.2K $10.8M
MNDY
Monday.Com Ltd.

Technology
-123
- 1.26%
$171.46 - $309.62 $21.1K - $38.1K
9.68K $1.87M
EW
Edwards Lifesciences Corp

Healthcare
-15.1K
- 21.98%
$73.75 - $81.83 $1.11M - $1.23M
53.5K $4.16M
CSX
Csx Corp

Industrials
-43.4K
- 36.73%
$32.05 - $36.52 $1.39M - $1.59M
74.8K $2.65M
ADBE
Adobe Inc.

Technology
-2.41K
- 43.84%
$333.65 - $392.1 $805K - $947K
3.09K $1.09M
DHR
Danaher Corp

Healthcare
-5.11K
- 41.71%
$181.46 - $212.2 $927K - $1.08M
7.14K $1.42M
KO
Coca Cola CO

Consumer Defensive
-4.81K
- 3.55%
$65.67 - $71.67 $316K - $345K
131K $8.68M
SYY
Sysco Corp

Consumer Defensive
-13K
- 28.78%
$76.33 - $82.51 $992K - $1.07M
32.1K $2.65M
SAP
Sap Se

Technology
-227
- 1.23%
$252.42 - $311.93 $57.3K - $70.8K
18.2K $4.88M
NVO
Novo Nordisk A S

Healthcare
-982
- 2.0%
$45.38 - $71.7 $44.6K - $70.4K
48.1K $2.67M
SPOT
Spotify Technology S.A.

Communication Services
-154
- 1.83%
$620.01 - $738.53 $95.5K - $114K
8.28K $5.78M
RE
Everest Re Group LTD

Financial Services
-1.86K
- 4.05%
N/A
44K $16.3M
INTU
Intuit Inc

Technology
-77
- 1.42%
$646.03 - $807.39 $49.7K - $62.2K
5.36K $3.66M
STE
Steris PLC

Healthcare
-2.64K
- 43.87%
$221.21 - $252.43 $583K - $665K
3.37K $834K
NOW
Service Now, Inc.

Technology
-28
- 0.52%
$850.86 - $1044.69 $23.8K - $29.3K
5.34K $4.91M
ACN
Accenture PLC

Technology
-635
- 7.76%
$232.56 - $304.78 $148K - $194K
7.55K $1.86M
BRO
Brown & Brown, Inc.

Financial Services
-3.81K
- 28.71%
$90.88 - $108.93 $346K - $415K
9.45K $886K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$692600.0 - $759798.0 $693K - $760K
7 $5.28M
ARES
Ares Management Corp

Financial Services
-519
- 1.66%
$159.89 - $192.76 $83K - $100K
30.7K $4.91M
INGR
Ingredion Inc

Consumer Defensive
-1.21K
- 4.67%
$121.01 - $138.21 $146K - $167K
24.7K $3.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.85K
- 51.89%
$38.58 - $58.24 $264K - $399K
6.35K $248K
GDDY
Go Daddy Inc.

Technology
-24
- 0.22%
$133.35 - $178.59 $3.2K - $4.29K
10.7K $1.46M
AON
Aon PLC

Financial Services
-1.27K
- 16.32%
$350.91 - $375.27 $446K - $477K
6.52K $2.33M
LNTH
Lantheus Holdings, Inc.

Healthcare
-490
- 3.67%
$50.11 - $83.83 $24.6K - $41.1K
12.9K $659K
LLY
Eli Lilly & CO

Healthcare
-309
- 3.72%
$625.65 - $812.69 $193K - $251K
8K $6.11M
IBN
Icici Bank LTD

Financial Services
-1.73K
- 1.91%
$30.23 - $34.41 $52.2K - $59.5K
88.6K $2.68M
NFLX
Netflix Inc

Communication Services
-98
- 5.96%
$1147.87 - $1297.18 $112K - $127K
1.55K $1.85M
ADP
Automatic Data Processing Inc

Industrials
-43
- 0.19%
$288.69 - $310.94 $12.4K - $13.4K
22K $6.46M
EIX
Edison International

Utilities
-7.89K
- 27.97%
$50.42 - $56.35 $398K - $445K
20.3K $1.12M
SBUX
Starbucks Corp

Consumer Cyclical
-1.57K
- 5.85%
$81.9 - $96.86 $129K - $152K
25.3K $2.14M
HON
Honeywell International Inc

Industrials
-22
- 0.16%
$207.7 - $240.4 $4.57K - $5.29K
13.6K $2.85M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.21%
$915.95 - $994.57 $44.9K - $48.7K
3.99K $3.7M
ISRG
Intuitive Surgical Inc

Healthcare
-39
- 1.32%
$433.66 - $544.47 $16.9K - $21.2K
2.91K $1.3M
IT
Gartner Inc

Technology
-264
- 16.53%
$225.98 - $406.7 $59.7K - $107K
1.33K $350K
ZTS
Zoetis Inc.

Healthcare
-470
- 2.04%
$141.13 - $159.19 $66.3K - $74.8K
22.5K $3.3M
CLH
Clean Harbors Inc

Industrials
-1.13K
- 50.56%
$225.84 - $250.43 $254K - $282K
1.1K $255K
AMT
American Tower Corp

Real Estate
-468
- 9.7%
$192.32 - $232.35 $90K - $109K
4.36K $838K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.31K
- 23.9%
$118.3 - $142.16 $154K - $186K
4.16K $504K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-758
- 24.96%
$259.44 - $278.65 $197K - $211K
2.28K $591K
XLV
Select Sector Spdr Fund Health

ETFs
-1.78K
- 22.22%
$129.01 - $139.72 $230K - $249K
6.23K $866K
Activity Summary
Buys All Purchases 140 New Holdings 27 Increased Positions 113 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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