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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vise Technologies's EQH Position: Q1 2026 in Review

Vise Technologies held its Equitable Holdings (EQH) position steady in Q1 2026 at 34,640 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #428.

Vise Technologies first reported a position in EQH in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Vise Technologies held 34,640 shares of Equitable Holdings worth $1.65M as of Q1 2026.
  • Vise Technologies left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #428 holding.
  • Vise Technologies first reported a position in Equitable Holdings in Q3 2024 and has held it in 6 quarters since.
  • Vise Technologies's Equitable Holdings position peaked at $1.89M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.