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Hennion & Walsh Asset Management’s Equifax EFX Stock Holding History

Hennion & Walsh Asset 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
Q2 		– Sell
-858
Closed -$209K – 931
2025
Q1 		$209K Sell
858
-49
-5% -$12.3K 0.01% 828
2024
Q4 		$231K Sell
907
-891
-50% -$239K 0.01% 809
2024
Q3 		$528K Sell
1,798
-39
-2% -$11K 0.02% 602
2024
Q2 		$445K Sell
1,837
-1,251
-41% -$298K 0.02% 618
2024
Q1 		$826K Sell
3,088
-96
-3% -$24.4K 0.04% 471
2023
Q4 		$787K Sell
3,184
-1,145
-26% -$232K 0.05% 465
2023
Q3 		$793K Buy
4,329
+206
+5% +$42.1K 0.05% 416
2023
Q2 		$970K Buy
4,123
+822
+25% +$173K 0.06% 378
2023
Q1 		$670K Buy
3,301
+58
+2% +$12.1K 0.04% 440
2022
Q4 		$630K Buy
3,243
+674
+26% +$123K 0.04% 447
2022
Q3 		$440K Buy
2,569
+138
+6% +$27K 0.03% 509
2022
Q2 		$444K Buy
2,431
+1,250
+106% +$250K 0.03% 515
2022
Q1 		$280K Buy
1,181
+105
+10% +$24.7K 0.01% 672
2021
Q4 		$315K Buy
+1,076
New +$300K 0.02% 640

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 $484B AUM 34.9% 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 $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Hennion & Walsh Asset Management's EFX Position: Q2 2025 in Review

Hennion & Walsh Asset Management sold out of Equifax (EFX) in Q2 2025, closing a stake of 858 shares — an estimated $209K sold.

Hennion & Walsh Asset Management first reported a position in EFX in Q4 2021 and held it in 14 quarters. The position peaked at $970K in Q2 2023. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Hennion & Walsh Asset Management reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 858 Equifax shares in Q2 2025, an estimated $209K.
  • Hennion & Walsh Asset Management first reported a position in Equifax in Q4 2021 and held it in 14 quarters.
  • Hennion & Walsh Asset Management's Equifax position peaked at $970K in Q2 2023.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.