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 Q2	$335K	Sell	4,647 -1,446	-24%	-$101K	﹤0.01%	1778
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

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 $3.38T AUM 44.17% 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

Atria Investments's TRU Position: Q2 2026 in Review

Atria Investments reduced its TransUnion (TRU) stake by 24% in Q2 2026, selling an estimated $101K and leaving 4,647 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Atria Investments first reported a position in TRU in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2022. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Atria Investments held 4,647 shares of TransUnion worth $335K as of Q2 2026.
Atria Investments sold 1,446 TransUnion shares in Q2 2026, an estimated $101K.
TransUnion made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1778 holding.
Atria Investments first reported a position in TransUnion in Q4 2019 and has held it in 14 quarters since.
Atria Investments's TransUnion position peaked at $1.63M in Q1 2022.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.