AWM
TRU icon

Activest Wealth Management’s TransUnion TRU Stock Holding History

Activest Wealth Management’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
Q2 		– Sell
-185
Closed -$13K – 1492
2026
Q1 		$12.8K Buy
185
+175
+1,750% +$13.4K ﹤0.01% 631
2025
Q4 		$858 Buy
10
+1
+11% +$82 ﹤0.01% 961
2025
Q3 		$754 Buy
9
+1
+13% +$91 ﹤0.01% 912
2025
Q2 		$704 Buy
8
+6
+300% +$500 ﹤0.01% 816
2025
Q1 		$166 Buy
+2
New +$183 ﹤0.01% 940

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Activest Wealth Management's TRU Position: Q2 2026 in Review

Activest Wealth Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 185 shares — an estimated $13K sold.

Activest Wealth Management first reported a position in TRU in Q1 2025 and held it in 5 quarters. The position peaked at $12.8K in Q1 2026. 76 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Activest Wealth Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 185 TransUnion shares in Q2 2026, an estimated $13K.
  • Activest Wealth Management first reported a position in TransUnion in Q1 2025 and held it in 5 quarters.
  • Activest Wealth Management's TransUnion position peaked at $12.8K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.