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Accretive Wealth Partners’s Equifax EFX Stock Holding History

Accretive Wealth Partners’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 		$652K Sell
4,111
-442
-10% -$75.3K 0.16% 109
2026
Q1 		$820K Buy
4,553
+52
+1% +$10.3K 0.23% 99
2025
Q4 		$977K Sell
4,501
-199
-4% -$43.6K 0.29% 85
2025
Q3 		$1.21M Buy
4,700
+136
+3% +$34.2K 0.37% 78
2025
Q2 		$1.18M Buy
4,564
+48
+1% +$12.2K 0.39% 80
2025
Q1 		$1.18M Buy
4,516
+437
+11% +$110K 0.42% 75
2024
Q4 		$1.04M Buy
4,079
+20
+0.5% +$5.36K 0.44% 78
2024
Q3 		$1.19M Sell
4,059
-13
-0.3% -$3.67K 0.5% 68
2024
Q2 		$987K Sell
4,072
-19
-0.5% -$4.53K 0.41% 79
2024
Q1 		$929K Sell
4,091
-54
-1% -$13.7K 0.41% 80
2023
Q4 		$1.03M Buy
4,145
+14
+0.3% +$2.84K 0.49% 71
2023
Q3 		$757K Buy
4,131
+54
+1% +$11K 0.45% 73
2023
Q2 		$959K Buy
4,077
+173
+4% +$36.4K 0.57% 58
2023
Q1 		$792K Buy
3,904
+46
+1% +$9.57K 0.51% 65
2022
Q4 		$750K Buy
3,858
+154
+4% +$28.1K 0.52% 62
2022
Q3 		$635K Buy
3,704
+5
+0.1% +$979 0.48% 67
2022
Q2 		$676K Sell
3,699
-308
-8% -$61.6K 0.49% 69
2022
Q1 		$950K Buy
4,007
+67
+2% +$15.8K 0.6% 58
2021
Q4 		$1.15M Buy
3,940
+65
+2% +$18.1K 0.73% 49
2021
Q3 		$982K Buy
3,875
+115
+3% +$29.9K 0.69% 57
2021
Q2 		$901K Buy
3,760
+298
+9% +$66.6K 0.65% 62
2021
Q1 		$627K Buy
3,462
+238
+7% +$42K 0.56% 80
2020
Q4 		$622K Buy
+3,224
New +$542K 0.61% 69

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Accretive Wealth Partners's EFX Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Equifax (EFX) stake by 9.7% in Q2 2026, selling an estimated $75.3K and leaving 4,111 shares worth $652K. The position accounts for 0.16% of the portfolio, ranked #109.

Accretive Wealth Partners first reported a position in EFX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q3 2025. 834 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Accretive Wealth Partners held 4,111 shares of Equifax worth $652K as of Q2 2026.
  • Accretive Wealth Partners sold 442 Equifax shares in Q2 2026, an estimated $75.3K.
  • Equifax made up 0.16% of Accretive Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Accretive Wealth Partners first reported a position in Equifax in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Equifax position peaked at $1.21M in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.