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Quotient Wealth Partners’s Equifax EFX Stock Holding History

Quotient Wealth Partners’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
Q4 		– Sell
-1,098
Closed -$282K – 366
2025
Q3 		$282K Sell
1,098
-91
-8% -$22.9K 0.01% 287
2025
Q2 		$308K Sell
1,189
-32
-3% -$8.14K 0.01% 262
2025
Q1 		$297K Sell
1,221
-32
-3% -$8.04K 0.01% 258
2024
Q4 		$319K Sell
1,253
-195
-13% -$52.3K 0.01% 233
2024
Q3 		$426K Sell
1,448
-42
-3% -$11.8K 0.01% 196
2024
Q2 		$361K Buy
+1,490
New +$355K 0.01% 217

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Quotient Wealth Partners's EFX Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Equifax (EFX) in Q4 2025, closing a stake of 1,098 shares — an estimated $282K sold.

Quotient Wealth Partners first reported a position in EFX in Q2 2024 and held it in 6 quarters. The position peaked at $426K in Q3 2024. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,098 Equifax shares in Q4 2025, an estimated $282K.
  • Quotient Wealth Partners first reported a position in Equifax in Q2 2024 and held it in 6 quarters.
  • Quotient Wealth Partners's Equifax position peaked at $426K in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.