MIM
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Morningstar Investment Management’s Equifax EFX Stock Holding History

Morningstar Investment 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
2026
Q2 		$2.1M Hold
11,641
– – 0.13% 165
2026
Q1 		$2.1M Buy
11,641
+1,280
+12% +$254K 0.13% 163
2025
Q4 		$2.25M Sell
10,361
-10,934
-51% -$2.39M 0.13% 151
2025
Q3 		$5.46M Buy
+21,295
New +$5.35M 0.2% 129

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

Morningstar Investment Management's EFX Position: Q2 2026 in Review

Morningstar Investment Management held its Equifax (EFX) position steady in Q2 2026 at 11,641 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #165.

Morningstar Investment Management first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.46M in Q3 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Morningstar Investment Management held 11,641 shares of Equifax worth $2.1M as of Q2 2026.
  • Morningstar Investment Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #165 holding.
  • Morningstar Investment Management first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Equifax position peaked at $5.46M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.