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Annis Gardner Whiting Capital Advisors’s TransUnion TRU Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-1,188
Closed -$82.2K – 1174
2026
Q1 		$82.2K Buy
1,188
+152
+15% +$11.6K 0.01% 476
2025
Q4 		$88.8K Sell
1,036
-316
-23% -$26K 0.02% 429
2025
Q3 		$113K Buy
+1,352
New +$123K 0.02% 367

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

Annis Gardner Whiting Capital Advisors's TRU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of TransUnion (TRU) in Q2 2026, closing a stake of 1,188 shares — an estimated $82.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in TRU in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,188 TransUnion shares in Q2 2026, an estimated $82.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in TransUnion in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's TransUnion position peaked at $113K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.