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Blue Zone Wealth Advisors’s Equifax EFX Stock Holding History

Blue Zone Wealth Advisors’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 		$5.16M Sell
32,534
-579
-2% -$98.7K 0.9% 39
2026
Q1 		$5.96M Buy
33,113
+369
+1% +$73.3K 1.21% 35
2025
Q4 		$7.1M Buy
32,744
+3,009
+10% +$659K 1.36% 28
2025
Q3 		$7.63M Buy
29,735
+2,610
+10% +$656K 1.52% 22
2025
Q2 		$7.04M Buy
27,125
+807
+3% +$205K 1.76% 20
2025
Q1 		$6.41M Buy
26,318
+3,420
+15% +$860K 1.78% 21
2024
Q4 		$5.84M Buy
22,898
+736
+3% +$197K 1.68% 20
2024
Q3 		$6.51M Buy
22,162
+837
+4% +$236K 2.03% 13
2024
Q2 		$5.17M Sell
21,325
-414
-2% -$98.8K 1.78% 20
2024
Q1 		$5.82M Buy
21,739
+268
+1% +$68.2K 2% 15
2023
Q4 		$5.31M Buy
21,471
+341
+2% +$69.2K 2.12% 15
2023
Q3 		$3.87M Buy
21,130
+4,767
+29% +$973K 1.7% 24
2023
Q2 		$3.85M Buy
16,363
+226
+1% +$47.6K 1.78% 21
2023
Q1 		$3.27M Sell
16,137
-3
-0% -$624 1.75% 21
2022
Q4 		$3.14M Buy
16,140
+277
+2% +$50.6K 1.67% 22
2022
Q3 		$2.72M Buy
15,863
+139
+0.9% +$27.2K 1.41% 28
2022
Q2 		$2.87M Sell
15,724
-515
-3% -$103K 1.3% 32
2022
Q1 		$3.85M Buy
16,239
+1,801
+12% +$424K 1.44% 27
2021
Q4 		$4.23M Buy
14,438
+3,135
+28% +$873K 1.4% 23
2021
Q3 		$2.86M Buy
+11,303
New +$2.94M 0.99% 38

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Blue Zone Wealth Advisors's EFX Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Equifax (EFX) stake by 1.7% in Q2 2026, selling an estimated $98.7K and leaving 32,534 shares worth $5.16M. The position accounts for 0.9% of the portfolio, ranked #39.

Blue Zone Wealth Advisors first reported a position in EFX in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.63M in Q3 2025. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Blue Zone Wealth Advisors held 32,534 shares of Equifax worth $5.16M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 579 Equifax shares in Q2 2026, an estimated $98.7K.
  • Equifax made up 0.9% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Blue Zone Wealth Advisors first reported a position in Equifax in Q3 2021 and has held it in 20 quarters since.
  • Blue Zone Wealth Advisors's Equifax position peaked at $7.63M in Q3 2025.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.