Cherry Tree Wealth Management
EFX icon

Cherry Tree Wealth Management’s Equifax EFX Stock Holding History

Cherry Tree 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
Q2 		– Sell
-34
Closed -$6.12K – 599
2026
Q1 		$6.12K Hold
34
– – ﹤0.01% 470
2025
Q4 		$7.38K Hold
34
– – ﹤0.01% 457
2025
Q3 		$8.72K Hold
34
– – ﹤0.01% 422
2025
Q2 		$8.82K Hold
34
– – ﹤0.01% 424
2025
Q1 		$8.28K Hold
34
– – ﹤0.01% 455
2024
Q4 		$8.66K Hold
34
– – ﹤0.01% 432
2024
Q3 		$10K Hold
34
– – ﹤0.01% 415
2024
Q2 		$8.24K Hold
34
– – ﹤0.01% 418
2024
Q1 		$9.1K Hold
34
– – ﹤0.01% 387
2023
Q4 		$8.41K Hold
34
– – ﹤0.01% 374
2023
Q3 		$6.23K Sell
34
-1
-3% -$204 ﹤0.01% 385
2023
Q2 		$8.24K Buy
+35
New +$7.37K ﹤0.01% 352

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Soroban Capital Partners
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

Cherry Tree Wealth Management's EFX Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 34 shares — an estimated $6.12K sold.

Cherry Tree Wealth Management first reported a position in EFX in Q2 2023 and held it in 12 quarters. The position peaked at $10K in Q3 2024. 840 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cherry Tree Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 34 Equifax shares in Q2 2026, an estimated $6.12K.
  • Cherry Tree Wealth Management first reported a position in Equifax in Q2 2023 and held it in 12 quarters.
  • Cherry Tree Wealth Management's Equifax position peaked at $10K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.