Fundsmith LLP
EFX icon

Fundsmith LLP’s Equifax EFX Stock Holding History

Fundsmith LLP’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
-235,505
Closed -$57.4M – 41
2025
Q1 		$57.4M Sell
235,505
-127,823
-35% -$32.1M 0.26% 34
2024
Q4 		$92.6M Hold
363,328
– – 0.39% 26
2024
Q3 		$107M Sell
363,328
-95,059
-21% -$26.8M 0.42% 24
2024
Q2 		$111M Sell
458,387
-14,418
-3% -$3.44M 0.45% 23
2024
Q1 		$126M Sell
472,805
-12,764
-3% -$3.25M 0.5% 22
2023
Q4 		$120M Sell
485,569
-6,337
-1% -$1.29M 0.5% 24
2023
Q3 		$90.1M Sell
491,906
-3,395
-0.7% -$693K 0.41% 27
2023
Q2 		$117M Hold
495,301
– – 0.49% 24
2023
Q1 		$100M Hold
495,301
– – 0.43% 28
2022
Q4 		$96.3M Sell
495,301
-549
-0.1% -$100K 0.44% 26
2022
Q3 		$85M Buy
495,850
+5,737
+1% +$1.12M 0.4% 30
2022
Q2 		$89.6M Sell
490,113
-4,572
-0.9% -$915K 0.4% 27
2022
Q1 		$117M Sell
494,685
-188,546
-28% -$44.4M 0.4% 29
2021
Q4 		$200M Buy
683,231
+1,477
+0.2% +$411K 0.49% 22
2021
Q3 		$173M Buy
681,754
+2,439
+0.4% +$634K 0.48% 22
2021
Q2 		$163M Buy
679,315
+3,723
+0.6% +$832K 0.45% 22
2021
Q1 		$122M Buy
675,592
+2,834
+0.4% +$501K 0.39% 25
2020
Q4 		$130M Buy
672,758
+95,979
+17% +$16.1M 0.43% 23
2020
Q3 		$90.5M Hold
576,779
– – 0.35% 24
2020
Q2 		$99.1M Buy
576,779
+8,657
+2% +$1.28M 0.43% 20
2020
Q1 		$67.9M Sell
568,122
-86,166
-13% -$12.5M 0.38% 24
2019
Q4 		$91.7M Buy
654,288
+33,467
+5% +$4.64M 0.43% 19
2019
Q3 		$87.3M Hold
620,821
– – 0.45% 17
2019
Q2 		$84M Buy
620,821
+42,310
+7% +$5.3M 0.44% 18
2019
Q1 		$68.6M Buy
578,511
+50,764
+10% +$5.42M 0.39% 17
2018
Q4 		$49.1M Buy
+527,747
New +$56.2M 0.31% 20

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

Fundsmith LLP's EFX Position: Q2 2025 in Review

Fundsmith LLP sold out of Equifax (EFX) in Q2 2025, closing a stake of 235,505 shares — an estimated $57.4M sold.

Fundsmith LLP first reported a position in EFX in Q4 2018 and held it in 26 quarters. The position peaked at $200M in Q4 2021. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Fundsmith LLP reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Fundsmith LLP sold 235,505 Equifax shares in Q2 2025, an estimated $57.4M.
  • Fundsmith LLP first reported a position in Equifax in Q4 2018 and held it in 26 quarters.
  • Fundsmith LLP's Equifax position peaked at $200M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Fundsmith LLP's 13F filing for Q2 2025, filed 14 Aug 2025.