Aberdeen Wealth Management’s Equifax EFX Stock Holding History

Aberdeen Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Hold	2,900	–	–	0.22%	72
2026 Q1	$522K	Hold	2,900	–	–	0.24%	85
2025 Q4	$629K	Hold	2,900	–	–	0.29%	74
2025 Q3	$744K	Hold	2,900	–	–	0.47%	63
2025 Q2	$752K	Hold	2,900	–	–	0.5%	62
2025 Q1	$706K	Hold	2,900	–	–	0.49%	63
2024 Q4	$739K	Hold	2,900	–	–	0.51%	56
2024 Q3	$852K	Hold	2,900	–	–	0.56%	51
2024 Q2	$703K	Hold	2,900	–	–	0.48%	59
2024 Q1	$776K	Hold	2,900	–	–	0.45%	57
2023 Q4	$717K	Hold	2,900	–	–	0.52%	57
2023 Q3	$531K	Hold	2,900	–	–	0.4%	71
2023 Q2	$682K	Hold	2,900	–	–	0.49%	59
2023 Q1	$588K	Hold	2,900	–	–	0.44%	65
2022 Q4	$564K	Hold	2,900	–	–	0.43%	63
2022 Q3	$497K	Hold	2,900	–	–	0.44%	67
2022 Q2	$530K	Hold	2,900	–	–	0.42%	67
2022 Q1	$688K	Hold	2,900	–	–	0.47%	61
2021 Q4	$849K	Hold	2,900	–	–	0.55%	51
2021 Q3	$735K	Hold	2,900	–	–	0.71%	47
2021 Q2	$695K	Hold	2,900	–	–	0.64%	50
2021 Q1	$525K	Sell	2,900 -20	-0.7%	-$3.53K	0.42%	68
2020 Q4	$563K	Buy	2,920 +20	+0.7%	+$3.36K	0.42%	64
2020 Q3	$455K	Sell	2,900 -60	-2%	-$9.83K	0.43%	67
2020 Q2	$509K	Buy	2,960 +60	+2%	+$8.89K	0.55%	60
2020 Q1	$346K	Hold	2,900	–	–	0.42%	73
2019 Q4	$406K	Buy	+2,900	New	+$402K	0.3%	87

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Aberdeen Wealth Management's EFX Position: Q2 2026 in Review

Aberdeen Wealth Management held its Equifax (EFX) position steady in Q2 2026 at 2,900 shares worth $460K. The position accounts for 0.22% of the portfolio, ranked #72.

Aberdeen Wealth Management first reported a position in EFX in Q4 2019 and has held it in 27 quarters since. The position peaked at $852K in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Aberdeen Wealth Management held 2,900 shares of Equifax worth $460K as of Q2 2026.
Aberdeen Wealth Management left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.22% of Aberdeen Wealth Management's portfolio in Q2 2026, its #72 holding.
Aberdeen Wealth Management first reported a position in Equifax in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's Equifax position peaked at $852K in Q3 2024.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.