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Gitterman Wealth Management’s Equifax EFX Stock Holding History

Gitterman 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
2025
Q3 		– Sell
-686
Closed -$178K – 185
2025
Q2 		$178K Buy
+686
New +$174K 0.04% 168

Other funds holding EFX

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Gitterman Wealth Management's EFX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 686 shares — an estimated $178K sold.

Gitterman Wealth Management first reported a position in EFX in Q2 2025 and held it in 1 quarter. The position peaked at $178K in Q2 2025. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 686 Equifax shares in Q3 2025, an estimated $178K.
  • Gitterman Wealth Management first reported a position in Equifax in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Equifax position peaked at $178K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.