Carnegie Investment Counsel’s Equifax EFX Stock Holding History

Carnegie Investment Counsel’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	$437K	Sell	2,753 -148	-5%	-$25.2K	0.01%	412
2026 Q1	$522K	Buy	2,901 +148	+5%	+$29.4K	0.01%	409
2025 Q4	$597K	Hold	2,753	–	–	0.01%	381
2025 Q3	$706K	Hold	2,753	–	–	0.01%	354
2025 Q2	$714K	Hold	2,753	–	–	0.01%	339
2025 Q1	$671K	Buy	+2,753	New	+$692K	0.02%	333
2019 Q2	–	Sell	-2,277	Closed	-$270K	–	426
2019 Q1	$270K	Hold	2,277	–	–	0.02%	359
2018 Q4	$212K	Buy	+2,277	New	+$242K	0.02%	347
2018 Q3	–	Sell	-2,251	Closed	-$292K	–	354
2018 Q2	$292K	Hold	2,251	–	–	0.02%	322
2018 Q1	$258K	Hold	2,251	–	–	0.02%	324
2017 Q4	$265K	Hold	2,251	–	–	0.02%	337
2017 Q3	$246K	Buy	2,251 +26	+1%	+$3.44K	0.03%	316
2017 Q2	$324K	Hold	2,225	–	–	0.04%	287
2017 Q1	$302K	Buy	+2,225	New	+$283K	0.04%	287

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 $3.38T AUM 44.17% 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

Carnegie Investment Counsel's EFX Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Equifax (EFX) stake by 5.1% in Q2 2026, selling an estimated $25.2K and leaving 2,753 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #412.

Carnegie Investment Counsel first reported a position in EFX in Q1 2017 and has held it in 14 quarters since. The position peaked at $714K in Q2 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Carnegie Investment Counsel held 2,753 shares of Equifax worth $437K as of Q2 2026.
Carnegie Investment Counsel sold 148 Equifax shares in Q2 2026, an estimated $25.2K.
Equifax made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #412 holding.
Carnegie Investment Counsel first reported a position in Equifax in Q1 2017 and has held it in 14 quarters since.
Carnegie Investment Counsel's Equifax position peaked at $714K in Q2 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.