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Advisornet Financial’s TransUnion TRU Stock Holding History

Advisornet Financial’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
Q1 		$969 Sell
14
-20
-59% -$1.53K ﹤0.01% 2018
2025
Q4 		$2.92K Buy
34
+13
+62% +$1.07K ﹤0.01% 1837
2025
Q3 		$1.76K Buy
21
+1
+5% +$91 ﹤0.01% 1887
2025
Q2 		$1.76K Hold
20
– – ﹤0.01% 1863
2025
Q1 		$1.66K Buy
20
+5
+33% +$457 ﹤0.01% 1814
2024
Q4 		$1.39K Sell
15
-22
-59% -$2.23K ﹤0.01% 1661
2024
Q3 		$3.87K Buy
37
+10
+37% +$902 ﹤0.01% 1635
2024
Q2 		$2K Buy
27
+7
+35% +$522 ﹤0.01% 1639
2024
Q1 		$1.6K Sell
20
-19
-49% -$1.39K ﹤0.01% 1635
2023
Q4 		$2.68K Buy
39
+7
+22% +$426 ﹤0.01% 1632
2023
Q3 		$2.3K Sell
32
-96
-75% -$7.53K ﹤0.01% 1598
2023
Q2 		$10K Buy
128
+3
+2% +$208 ﹤0.01% 1322
2023
Q1 		$7.77K Buy
125
+24
+24% +$1.57K ﹤0.01% 1377
2022
Q4 		$5.73K Sell
101
-99
-50% -$5.8K ﹤0.01% 1440
2022
Q3 		$12K Sell
200
-35
-15% -$2.69K ﹤0.01% 1296
2022
Q2 		$19K Buy
235
+10
+4% +$861 ﹤0.01% 1153
2022
Q1 		$23K Sell
225
-35
-13% -$3.55K ﹤0.01% 1208
2021
Q4 		$31K Buy
260
+10
+4% +$1.15K ﹤0.01% 1163
2021
Q3 		$28K Buy
+250
New +$29.4K ﹤0.01% 1165

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisornet Financial's TRU Position: Q1 2026 in Review

Advisornet Financial reduced its TransUnion (TRU) stake by 59% in Q1 2026, selling an estimated $1.53K and leaving 14 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Advisornet Financial first reported a position in TRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $31K in Q4 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Advisornet Financial held 14 shares of TransUnion worth $969 as of Q1 2026.
  • Advisornet Financial sold 20 TransUnion shares in Q1 2026, an estimated $1.53K.
  • TransUnion made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2018 holding.
  • Advisornet Financial first reported a position in TransUnion in Q3 2021 and has held it in 19 quarters since.
  • Advisornet Financial's TransUnion position peaked at $31K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.