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Arkadios Wealth Advisors’s TransUnion TRU Stock Holding History

Arkadios Wealth 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 		$238K Sell
3,302
-5,537
-63% -$388K ﹤0.01% 1538
2026
Q1 		$612K Buy
8,839
+346
+4% +$26.5K 0.01% 1012
2025
Q4 		$728K Buy
8,493
+1,274
+18% +$105K 0.01% 840
2025
Q3 		$605K Buy
+7,219
New +$655K 0.01% 852

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 $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's TRU Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its TransUnion (TRU) stake by 63% in Q2 2026, selling an estimated $388K and leaving 3,302 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Arkadios Wealth Advisors first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $728K in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Arkadios Wealth Advisors held 3,302 shares of TransUnion worth $238K as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,537 TransUnion shares in Q2 2026, an estimated $388K.
  • TransUnion made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1538 holding.
  • Arkadios Wealth Advisors first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's TransUnion position peaked at $728K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.