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AWM
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Aberdeen Wealth Management’s Equifax EFX Stock Holding History

Aberdeen Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$522K Hold
2025
Q4
$629K Hold
2025
Q3
$744K Hold
2025
Q2
$752K Hold
2025
Q1
$706K Hold
2024
Q4
$739K Hold
2024
Q3
$852K Hold
2024
Q2
$703K Hold
2024
Q1
$776K Hold
2023
Q4
$717K Hold
2023
Q3
$531K Hold
2023
Q2
$682K Hold
2023
Q1
$588K Hold
2022
Q4
$564K Hold
2022
Q3
$497K Hold
2022
Q2
$530K Hold
2022
Q1
$688K Hold
2021
Q4
$849K Hold
2021
Q3
$735K Hold
2021
Q2
$695K Hold
2021
Q1
$525K Sell
2020
Q4
$563K Buy
2020
Q3
$455K Sell
2020
Q2
$509K Buy
2020
Q1
$346K Hold
2019
Q4
$406K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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