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Whipplewood Advisors’s Equifax EFX Stock Holding History

Whipplewood Advisors’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 		– Sell
-5
Closed -$900 – 771
2026
Q1 		$900 Buy
+5
New +$993 ﹤0.01% 910
2025
Q3 		– Sell
-5
Closed -$1.3K – 561
2025
Q2 		$1.3K Sell
5
-11
-69% -$2.8K ﹤0.01% 964
2025
Q1 		$1.22K Buy
16
+7
+78% +$1.76K ﹤0.01% 990
2024
Q4 		$2.29K Buy
+9
New +$2.41K ﹤0.01% 847

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

Whipplewood Advisors's EFX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 5 shares — an estimated $900 sold.

Whipplewood Advisors first reported a position in EFX in Q4 2024 and held it in 4 quarters. The position peaked at $2.29K in Q4 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 5 Equifax shares in Q2 2026, an estimated $900.
  • Whipplewood Advisors first reported a position in Equifax in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Equifax position peaked at $2.29K in Q4 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.