Wellington Management Group
EFX icon

Wellington Management Group’s Equifax EFX Stock Holding History

Wellington Management Group’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
2018
Q1 		– Sell
-325
Closed -$577K – 2224
2017
Q4 		$577K Buy
+325
New +$36.5K ﹤0.01% 2016

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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.