Wellington Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.03M | Sell |
22,390
-1,637
| -7% | -$325K | ﹤0.01% | 1440 |
|
|
2025
Q4 | $5.21M | Sell |
24,027
-1,134
| -5% | -$248K | ﹤0.01% | 1405 |
|
|
2025
Q3 | $6.45M | Sell |
25,161
-3,742
| -13% | -$940K | ﹤0.01% | 1373 |
|
|
2025
Q2 | $7.5M | Sell |
28,903
-3,914
| -12% | -$996K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $7.99M | Sell |
32,817
-11,820
| -26% | -$2.97M | ﹤0.01% | 1259 |
|
|
2024
Q4 | $11.4M | Sell |
44,637
-37,465
| -46% | -$10M | ﹤0.01% | 1161 |
|
|
2024
Q3 | $24.1M | Sell |
82,102
-37,492
| -31% | -$10.6M | ﹤0.01% | 907 |
|
|
2024
Q2 | $29M | Sell |
119,594
-17,762
| -13% | -$4.24M | 0.01% | 844 |
|
|
2024
Q1 | $36.7M | Sell |
137,356
-16,138
| -11% | -$4.11M | 0.01% | 800 |
|
|
2023
Q4 | $38M | Sell |
153,494
-13,261
| -8% | -$2.69M | 0.01% | 784 |
|
|
2023
Q3 | $30.5M | Sell |
166,755
-1,798,885
| -92% | -$367M | 0.01% | 838 |
|
|
2023
Q2 | $463M | Buy |
1,965,640
+261,389
| +15% | +$55M | 0.09% | 227 |
|
|
2023
Q1 | $346M | Sell |
1,704,251
-125,816
| -7% | -$26.2M | 0.07% | 266 |
|
|
2022
Q4 | $356M | Buy |
1,830,067
+397,897
| +28% | +$72.7M | 0.07% | 266 |
|
|
2022
Q3 | $246M | Sell |
1,432,170
-4,817
| -0.3% | -$944K | 0.05% | 319 |
|
|
2022
Q2 | $263M | Sell |
1,436,987
-559,201
| -28% | -$112M | 0.05% | 308 |
|
|
2022
Q1 | $473M | Sell |
1,996,188
-734,458
| -27% | -$173M | 0.08% | 223 |
|
|
2021
Q4 | $800M | Buy |
2,730,646
+1,011,659
| +59% | +$282M | 0.13% | 167 |
|
|
2021
Q3 | $436M | Sell |
1,718,987
-31,360
| -2% | -$8.15M | 0.07% | 250 |
|
|
2021
Q2 | $419M | Buy |
1,750,347
+983
| +0.1% | +$220K | 0.07% | 261 |
|
|
2021
Q1 | $317M | Sell |
1,749,364
-1,751,509
| -50% | -$309M | 0.06% | 318 |
|
|
2020
Q4 | $675M | Sell |
3,500,873
-682,362
| -16% | -$115M | 0.12% | 170 |
|
|
2020
Q3 | $656M | Sell |
4,183,235
-553,437
| -12% | -$90.7M | 0.14% | 146 |
|
|
2020
Q2 | $814M | Sell |
4,736,672
-481,019
| -9% | -$71.3M | 0.18% | 126 |
|
|
2020
Q1 | $623M | Sell |
5,217,691
-238,009
| -4% | -$34.6M | 0.16% | 135 |
|
|
2019
Q4 | $764M | Buy |
5,455,700
+536,714
| +11% | +$74.4M | 0.16% | 145 |
|
|
2019
Q3 | $692M | Buy |
4,918,986
+737,543
| +18% | +$104M | 0.16% | 149 |
|
|
2019
Q2 | $565M | Buy |
4,181,443
+436,524
| +12% | +$54.7M | 0.13% | 183 |
|
|
2019
Q1 | $444M | Sell |
3,744,919
-226,917
| -6% | -$24.2M | 0.1% | 213 |
|
|
2018
Q4 | $370M | Buy |
3,971,836
+289,694
| +8% | +$30.8M | 0.09% | 227 |
|
|
2018
Q3 | $481M | Buy |
3,682,142
+465,112
| +14% | +$60.6M | 0.1% | 215 |
|
|
2018
Q2 | $402M | Sell |
3,217,030
-275,392
| -8% | -$32.6M | 0.09% | 232 |
|
|
2018
Q1 | $411M | Sell |
3,492,422
-280,664
| -7% | -$33.7M | 0.09% | 231 |
|
|
2017
Q4 | $445M | Sell |
3,773,086
-502,346
| -12% | -$56.5M | 0.1% | 223 |
|
|
2017
Q3 | $453M | Sell |
4,275,432
-900,970
| -17% | -$119M | 0.1% | 209 |
|
|
2017
Q2 | $711M | Sell |
5,176,402
-174,840
| -3% | -$24M | 0.17% | 145 |
|
|
2017
Q1 | $732M | Buy |
5,351,242
+134,056
| +3% | +$17.1M | 0.18% | 139 |
|
|
2016
Q4 | $617M | Sell |
5,217,186
-206,302
| -4% | -$25.2M | 0.15% | 155 |
|
|
2016
Q3 | $730M | Sell |
5,423,488
-249,943
| -4% | -$33.1M | 0.18% | 130 |
|
|
2016
Q2 | $728M | Sell |
5,673,431
-337,175
| -6% | -$40.8M | 0.19% | 127 |
|
|
2016
Q1 | $687M | Sell |
6,010,606
-1,028,875
| -15% | -$108M | 0.18% | 125 |
|
|
2015
Q4 | $784M | Sell |
7,039,481
-525,197
| -7% | -$56.7M | 0.21% | 115 |
|
|
2015
Q3 | $735M | Sell |
7,564,678
-936,325
| -11% | -$93M | 0.21% | 112 |
|
|
2015
Q2 | $825M | Sell |
8,501,003
-1,366,399
| -14% | -$133M | 0.21% | 111 |
|
|
2015
Q1 | $918M | Sell |
9,867,402
-2,546,658
| -21% | -$226M | 0.24% | 93 |
|
|
2014
Q4 | $1B | Sell |
12,414,060
-440,601
| -3% | -$34.1M | 0.27% | 88 |
|
|
2014
Q3 | $961M | Sell |
12,854,661
-192,524
| -1% | -$14.7M | 0.26% | 85 |
|
|
2014
Q2 | $946M | Buy |
13,047,185
+459,704
| +4% | +$32.3M | 0.25% | 92 |
|
|
2014
Q1 | $856M | Buy |
12,587,481
+548,928
| +5% | +$38.4M | 0.24% | 99 |
|
|
2013
Q4 | $832M | Buy |
12,038,553
+4,525,478
| +60% | +$294M | 0.24% | 99 |
|
|
2013
Q3 | $450M | Buy |
7,513,075
+667,006
| +10% | +$41M | 0.14% | 170 |
|
|
2013
Q2 | $403M | Buy |
+6,846,069
| New | +$413M | 0.13% | 173 |
|
Other funds holding EFX
VCM
VPM
SCP
Wellington Management Group's EFX Position: Q1 2026 in Review
Wellington Management Group reduced its Equifax (EFX) stake by 6.8% in Q1 2026, selling an estimated $325K and leaving 22,390 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.
Wellington Management Group first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1B in Q4 2014. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Wellington Management Group held 22,390 shares of Equifax worth $4.03M as of Q1 2026.
- Wellington Management Group sold 1,637 Equifax shares in Q1 2026, an estimated $325K.
- Equifax made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1440 holding.
- Wellington Management Group first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Equifax position peaked at $1B in Q4 2014.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.