American Capital Advisory’s TransUnion TRU Stock Holding History

American Capital Advisory’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	$505	Sell	7 -3	-30%	-$210	﹤0.01%	947
2026 Q1	$692	Buy	10 +5	+100%	+$383	﹤0.01%	777
2025 Q4	$429	Sell	5 -2	-29%	-$164	﹤0.01%	801
2025 Q3	$587	Hold	7	–	–	﹤0.01%	651
2025 Q2	$616	Buy	+7	New	+$584	﹤0.01%	579

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

American Capital Advisory's TRU Position: Q2 2026 in Review

American Capital Advisory reduced its TransUnion (TRU) stake by 30% in Q2 2026, selling an estimated $210 and leaving 7 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #947.

American Capital Advisory first reported a position in TRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $692 in Q1 2026. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

American Capital Advisory held 7 shares of TransUnion worth $505 as of Q2 2026.
American Capital Advisory sold 3 TransUnion shares in Q2 2026, an estimated $210.
TransUnion made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #947 holding.
American Capital Advisory first reported a position in TransUnion in Q2 2025 and has held it in 5 quarters since.
American Capital Advisory's TransUnion position peaked at $692 in Q1 2026.
521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.