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Tortoise Investment Management’s Equifax EFX Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-3
Closed -$770 – 591
2025
Q3 		$770 Sell
3
-2
-40% -$503 ﹤0.01% 1104
2025
Q2 		$1.3K Buy
+5
New +$1.27K ﹤0.01% 900
2025
Q1 		– Sell
-254
Closed -$64.7K – 845
2024
Q4 		$64.7K Buy
254
+112
+79% +$30K 0.01% 377
2024
Q3 		$41.7K Buy
142
+17
+14% +$4.79K ﹤0.01% 439
2024
Q2 		$30.3K Buy
125
+54
+76% +$12.9K ﹤0.01% 467
2024
Q1 		$19K Buy
+71
New +$18.1K ﹤0.01% 519

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Tortoise Investment Management's EFX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 3 shares — an estimated $770 sold.

Tortoise Investment Management first reported a position in EFX in Q1 2024 and held it in 6 quarters. The position peaked at $64.7K in Q4 2024. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Equifax shares in Q4 2025, an estimated $770.
  • Tortoise Investment Management first reported a position in Equifax in Q1 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Equifax position peaked at $64.7K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.