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Carolinas Wealth Consulting’s Equifax EFX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1
Closed -$244 – 259
2025
Q1 		$244 Sell
1
-6
-86% -$1.51K ﹤0.01% 1000
2024
Q4 		$1.78K Sell
7
-5
-42% -$1.34K ﹤0.01% 850
2024
Q3 		$3.53K Buy
12
+5
+71% +$1.41K ﹤0.01% 713
2024
Q2 		$1.7K Sell
7
-1
-13% -$239 ﹤0.01% 825
2024
Q1 		$2.14K Buy
8
+2
+33% +$509 ﹤0.01% 787
2023
Q4 		$1.48K Hold
6
– – ﹤0.01% 779
2023
Q3 		$1.02K Hold
6
– – ﹤0.01% 830
2023
Q2 		$1.41K Hold
6
– – ﹤0.01% 862
2023
Q1 		$1.22K Hold
6
– – ﹤0.01% 860
2022
Q4 		$1.17K Hold
6
– – ﹤0.01% 880
2022
Q3 		$1K Hold
6
– – ﹤0.01% 809
2022
Q2 		$1K Hold
6
– – ﹤0.01% 809
2022
Q1 		$1K Hold
6
– – ﹤0.01% 838
2021
Q4 		$2K Hold
6
– – ﹤0.01% 821
2021
Q3 		$2K Hold
6
– – ﹤0.01% 785
2021
Q2 		$1K Hold
6
– – ﹤0.01% 858
2021
Q1 		$1K Hold
6
– – ﹤0.01% 862
2020
Q4 		$1K Sell
6
-2
-25% -$336 ﹤0.01% 788
2020
Q3 		$1K Sell
8
-57
-88% -$9.34K ﹤0.01% 814
2020
Q2 		$11K Buy
+65
New +$9.63K ﹤0.01% 332

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Carolinas Wealth Consulting's EFX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Equifax (EFX) in Q2 2025, closing a stake of 1 share — an estimated $244 sold.

Carolinas Wealth Consulting first reported a position in EFX in Q2 2020 and held it in 20 quarters. The position peaked at $11K in Q2 2020. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Equifax share in Q2 2025, an estimated $244.
  • Carolinas Wealth Consulting first reported a position in Equifax in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Equifax position peaked at $11K in Q2 2020.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.