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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Aberdeen Wealth Management's EFX Position: Q1 2026 in Review

Aberdeen Wealth Management held its Equifax (EFX) position steady in Q1 2026 at 2,900 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #85.

Aberdeen Wealth Management first reported a position in EFX in Q4 2019 and has held it in 26 quarters since. The position peaked at $852K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Aberdeen Wealth Management held 2,900 shares of Equifax worth $522K as of Q1 2026.
Aberdeen Wealth Management left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.24% of Aberdeen Wealth Management's portfolio in Q1 2026, its #85 holding.
Aberdeen Wealth Management first reported a position in Equifax in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Equifax position peaked at $852K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.