Arax Advisory Partners’s TransUnion TRU Stock Holding History

Arax Advisory Partners’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	$430K	Buy	5,964 +2,341	+65%	+$164K	﹤0.01%	1733
2026 Q1	$251K	Buy	3,623 +1,538	+74%	+$118K	0.01%	969
2025 Q4	$179K	Sell	2,085 -10,437	-83%	-$858K	0.01%	1086
2025 Q3	$1.05M	Buy	12,522 +11,931	+2,019%	+$1.08M	0.02%	628
2025 Q2	$52K	Buy	591 +101	+21%	+$8.42K	﹤0.01%	1219
2025 Q1	$40.7K	Buy	490 +352	+255%	+$32.1K	﹤0.01%	1032
2024 Q4	$12.8K	Buy	138 +12	+10%	+$1.22K	﹤0.01%	1400
2024 Q3	$13.2K	Buy	126 +29	+30%	+$2.61K	﹤0.01%	1282
2024 Q2	$7.19K	Buy	+97	New	+$7.24K	﹤0.01%	1417
2023 Q4	–	Sell	-115	Closed	-$8.26K	–	1427
2023 Q3	$8.26K	Hold	115	–	–	﹤0.01%	769
2023 Q2	$9.01K	Buy	115 +3	+3%	+$208	﹤0.01%	728
2023 Q1	$6.96K	Buy	112 +43	+62%	+$2.81K	﹤0.01%	767
2022 Q4	$3.92K	Buy	69 +60	+667%	+$3.52K	﹤0.01%	848
2022 Q3	$1K	Buy	+9	New	+$692	﹤0.01%	1165
2022 Q2	–	Sell	-29	Closed	-$3K	–	1242
2022 Q1	$3K	Buy	29 +18	+164%	+$1.83K	﹤0.01%	902
2021 Q4	$1K	Buy	+11	New	+$1.26K	﹤0.01%	1092
2018 Q4	$7K	Buy	+120	New	+$7.67K	﹤0.01%	470

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

Arax Advisory Partners's TRU Position: Q2 2026 in Review

Arax Advisory Partners increased its TransUnion (TRU) stake by 65% in Q2 2026, buying an estimated $164K and bringing the position to 5,964 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Arax Advisory Partners first reported a position in TRU in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.05M in Q3 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Arax Advisory Partners held 5,964 shares of TransUnion worth $430K as of Q2 2026.
Arax Advisory Partners bought 2,341 TransUnion shares in Q2 2026, an estimated $164K.
TransUnion made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1733 holding.
Arax Advisory Partners first reported a position in TransUnion in Q4 2018 and has held it in 17 quarters since.
Arax Advisory Partners's TransUnion position peaked at $1.05M in Q3 2025.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.