AWMS
TRU icon

Advocacy Wealth Management Services’s TransUnion TRU Stock Holding History

Advocacy Wealth Management Services’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 		$900K Sell
12,476
-18
-0.1% -$1.26K 0.03% 108
2026
Q1 		$864K Buy
12,494
+3
+0% +$230 0.04% 106
2025
Q4 		$1.07M Sell
12,491
-946
-7% -$77.7K 0.04% 97
2025
Q3 		$1.13M Buy
+13,437
New +$1.22M 0.05% 97

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advocacy Wealth Management Services's TRU Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its TransUnion (TRU) stake by 0.14% in Q2 2026, selling an estimated $1.26K and leaving 12,476 shares worth $900K. The position accounts for 0.03% of the portfolio, ranked #108.

Advocacy Wealth Management Services first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Advocacy Wealth Management Services held 12,476 shares of TransUnion worth $900K as of Q2 2026.
  • Advocacy Wealth Management Services sold 18 TransUnion shares in Q2 2026, an estimated $1.26K.
  • TransUnion made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #108 holding.
  • Advocacy Wealth Management Services first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's TransUnion position peaked at $1.13M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.