Atria Investments’s TransUnion TRU Stock Holding History

Atria Investments’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 Q1	$422K	Sell	6,093 -390	-6%	-$29.9K	﹤0.01%	1541
2025 Q4	$556K	Buy	6,483 +121	+2%	+$9.94K	0.01%	1378
2025 Q3	$533K	Sell	6,362 -2,943	-32%	-$267K	0.01%	1383
2025 Q2	$819K	Buy	9,305 +373	+4%	+$31.1K	0.01%	1148
2025 Q1	$741K	Sell	8,932 -4,023	-31%	-$367K	0.01%	1131
2024 Q4	$1.2M	Sell	12,955 -238	-2%	-$24.1K	0.01%	890
2024 Q3	$1.38M	Buy	13,193 +2,883	+28%	+$260K	0.02%	823
2024 Q2	$765K	Buy	+10,310	New	+$769K	0.01%	1077
2023 Q3	–	Sell	-14,200	Closed	-$1.11M	–	889
2023 Q2	$1.11M	Buy	+14,200	New	+$983K	0.02%	783
2022 Q3	–	Sell	-13,091	Closed	-$1.05M	–	796
2022 Q2	$1.05M	Sell	13,091 -2,676	-17%	-$230K	0.02%	736
2022 Q1	$1.63M	Buy	15,767 +5,148	+48%	+$522K	0.03%	647
2021 Q4	$1.26M	Buy	+10,619	New	+$1.22M	0.02%	740
2020 Q1	–	Sell	-3,080	Closed	-$264K	–	1140
2019 Q4	$264K	Buy	+3,080	New	+$257K	0.01%	1023

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's TRU Position: Q1 2026 in Review

Atria Investments reduced its TransUnion (TRU) stake by 6% in Q1 2026, selling an estimated $29.9K and leaving 6,093 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Atria Investments first reported a position in TRU in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.63M in Q1 2022. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Atria Investments held 6,093 shares of TransUnion worth $422K as of Q1 2026.
Atria Investments sold 390 TransUnion shares in Q1 2026, an estimated $29.9K.
TransUnion made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1541 holding.
Atria Investments first reported a position in TransUnion in Q4 2019 and has held it in 13 quarters since.
Atria Investments's TransUnion position peaked at $1.63M in Q1 2022.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.