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STACKSTONE WEALTH, LLC’s TransUnion TRU Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Buy
+3,987
New +$311K 0.02% 304

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

STACKSTONE WEALTH, LLC's TRU Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in TransUnion (TRU) in Q3 2026: 3,987 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

59 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 3,987 shares of TransUnion worth $244K as of Q3 2026.
  • TransUnion was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • TransUnion made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #304 holding.
  • 59 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.