Vise Technologies’s Equitable Holdings EQH Stock Holding History

Vise Technologies’s Portfolio EQH Stock Details EQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,640	Closed	-$1.65M	–	1882
2026 Q1	$1.65M	Hold	34,640	–	–	0.03%	428
2025 Q4	$1.65M	Buy	34,640 +824	+2%	+$39.1K	0.03%	429
2025 Q3	$1.72M	Buy	33,816 +212	+0.6%	+$11.2K	0.06%	291
2025 Q2	$1.89M	Buy	+33,604	New	+$1.73M	0.08%	274
2024 Q4	$1.25M	Buy	26,429 +16,039	+154%	+$741K	0.1%	204
2024 Q3	$437K	Buy	+10,390	New	+$426K	0.06%	330

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vise Technologies's EQH Position: Q2 2026 in Review

Vise Technologies sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 34,640 shares — an estimated $1.65M sold.

Vise Technologies first reported a position in EQH in Q3 2024 and held it in 6 quarters. The position peaked at $1.89M in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Vise Technologies reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 34,640 Equitable Holdings shares in Q2 2026, an estimated $1.65M.
Vise Technologies first reported a position in Equitable Holdings in Q3 2024 and held it in 6 quarters.
Vise Technologies's Equitable Holdings position peaked at $1.89M in Q2 2025.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.