Rothwell Investment Advisors, LLC’s TransUnion TRU Stock Holding History

Rothwell Investment Advisors, 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	$7.64K	Buy	+125	New	+$9.8K	﹤0.01%	823

Other funds holding TRU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TRU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in TransUnion (TRU) in Q3 2026: 125 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings.

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

Rothwell Investment Advisors, LLC held 125 shares of TransUnion worth $7.64K as of Q3 2026.
TransUnion was a new Rothwell Investment Advisors, LLC position in Q3 2026.
TransUnion made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #823 holding.
238 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.