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DiNuzzo Private Wealth’s Equifax EFX Stock Holding History

DiNuzzo Private Wealth’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 		$1.11K Sell
7
-3
-30% -$511 ﹤0.01% 872
2026
Q1 		$1.8K Sell
10
-1
-9% -$199 ﹤0.01% 678
2025
Q4 		$2.39K Sell
11
-2
-15% -$438 ﹤0.01% 579
2025
Q3 		$3.2K Hold
13
– – ﹤0.01% 489
2025
Q2 		$3.37K Buy
13
+2
+18% +$509 ﹤0.01% 463
2025
Q1 		$2.68K Hold
11
– – ﹤0.01% 505
2024
Q4 		$2.8K Hold
11
– – ﹤0.01% 487
2024
Q3 		$3.23K Hold
11
– – ﹤0.01% 454
2024
Q2 		$2.67K Buy
11
+2
+22% +$477 ﹤0.01% 425
2024
Q1 		$2.41K Sell
9
-1
-10% -$254 ﹤0.01% 410
2023
Q4 		$2.47K Buy
+10
New +$2.03K ﹤0.01% 368

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

DiNuzzo Private Wealth's EFX Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Equifax (EFX) stake by 30% in Q2 2026, selling an estimated $511 and leaving 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

DiNuzzo Private Wealth first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37K in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • DiNuzzo Private Wealth held 7 shares of Equifax worth $1.11K as of Q2 2026.
  • DiNuzzo Private Wealth sold 3 Equifax shares in Q2 2026, an estimated $511.
  • Equifax made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #872 holding.
  • DiNuzzo Private Wealth first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Equifax position peaked at $3.37K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.