AE Wealth Management’s TransUnion TRU Stock Holding History

AE 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	$2.98M	Buy	41,261 +3,690	+10%	+$259K	0.01%	551
2026 Q1	$2.6M	Buy	37,571 +35,050	+1,390%	+$2.68M	0.01%	571
2025 Q4	$216K	Buy	+2,521	New	+$207K	﹤0.01%	1485
2022 Q3	–	Sell	-29,303	Closed	-$2.34M	–	1878
2022 Q2	$2.34M	Buy	29,303 +846	+3%	+$72.8K	0.02%	618
2022 Q1	$2.94M	Buy	28,457 +214	+0.8%	+$21.7K	0.02%	593
2021 Q4	$3.35M	Buy	28,243 +3,892	+16%	+$446K	0.02%	537
2021 Q3	$2.73M	Buy	24,351 +1,333	+6%	+$157K	0.02%	540
2021 Q2	$2.53M	Buy	23,018 +2,205	+11%	+$230K	0.02%	564
2021 Q1	$1.87M	Buy	+20,813	New	+$1.88M	0.02%	585
2020 Q3	–	Sell	-8,887	Closed	-$774K	–	1380
2020 Q2	$774K	Buy	+8,887	New	+$709K	0.01%	706

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AE Wealth Management increased its TransUnion (TRU) stake by 9.8% in Q2 2026, buying an estimated $259K and bringing the position to 41,261 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #551.

AE Wealth Management first reported a position in TRU in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2021. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

AE Wealth Management held 41,261 shares of TransUnion worth $2.98M as of Q2 2026.
AE Wealth Management bought 3,690 TransUnion shares in Q2 2026, an estimated $259K.
TransUnion made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #551 holding.
AE Wealth Management first reported a position in TransUnion in Q2 2020 and has held it in 10 quarters since.
AE Wealth Management's TransUnion position peaked at $3.35M in Q4 2021.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.