AWM
TRU icon

Atticus Wealth Management’s TransUnion TRU Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-66
Closed -$5.81K – 597
2025
Q2 		$5.81K Buy
66
+5
+8% +$417 ﹤0.01% 514
2025
Q1 		$5.06K Hold
61
– – ﹤0.01% 414
2024
Q4 		$5.66K Hold
61
– – ﹤0.01% 423
2024
Q3 		$6.39K Hold
61
– – ﹤0.01% 421
2024
Q2 		$4.52K Hold
61
– – ﹤0.01% 430
2024
Q1 		$4.87K Hold
61
– – ﹤0.01% 446
2023
Q4 		$4.19K Hold
61
– – ﹤0.01% 456
2023
Q3 		$4.38K Hold
61
– – ﹤0.01% 458
2023
Q2 		$4.78K Hold
61
– – ﹤0.01% 451
2023
Q1 		$3.79K Hold
61
– – ﹤0.01% 448
2022
Q4 		$3.46K Hold
61
– – ﹤0.01% 438
2022
Q3 		$5K Hold
61
– – ﹤0.01% 443
2022
Q2 		$5K Hold
61
– – ﹤0.01% 475
2022
Q1 		$6K Buy
+61
New +$6.19K ﹤0.01% 456

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Morgan Stanley
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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MG
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FCM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return