SWM
EFX icon

SHP Wealth Management’s Equifax EFX Stock Holding History

SHP 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
2026
Q2 		$757K Sell
4,771
-3
-0.1% -$511 0.05% 135
2026
Q1 		$860K Buy
4,774
+9
+0.2% +$1.79K 0.06% 101
2025
Q4 		$1.03M Buy
+4,765
New +$1.04M 0.08% 79

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 $3.38T AUM 44.17% 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

SHP Wealth Management's EFX Position: Q2 2026 in Review

SHP Wealth Management reduced its Equifax (EFX) stake by 0.06% in Q2 2026, selling an estimated $511 and leaving 4,771 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #135.

SHP Wealth Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • SHP Wealth Management held 4,771 shares of Equifax worth $757K as of Q2 2026.
  • SHP Wealth Management sold 3 Equifax shares in Q2 2026, an estimated $511.
  • Equifax made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #135 holding.
  • SHP Wealth Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Equifax position peaked at $1.03M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.