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Moran Wealth Management’s Equifax EFX Stock Holding History

Moran 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
Q1 		– Sell
-44,101
Closed -$11.2M – 458
2024
Q4 		$11.2M Buy
44,101
+1,238
+3% +$332K 0.36% 98
2024
Q3 		$12.6M Buy
42,863
+183
+0.4% +$51.6K 0.39% 91
2024
Q2 		$10.3M Buy
+42,680
New +$10.2M 0.34% 100

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's EFX Position: Q1 2025 in Review

Moran Wealth Management sold out of Equifax (EFX) in Q1 2025, closing a stake of 44,101 shares — an estimated $11.2M sold.

Moran Wealth Management first reported a position in EFX in Q2 2024 and held it in 3 quarters. The position peaked at $12.6M in Q3 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Moran Wealth Management reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 44,101 Equifax shares in Q1 2025, an estimated $11.2M.
  • Moran Wealth Management first reported a position in Equifax in Q2 2024 and held it in 3 quarters.
  • Moran Wealth Management's Equifax position peaked at $12.6M in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.