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

Other funds holding TRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Atticus Wealth Management's TRU Position: Q3 2025 in Review

Atticus Wealth Management sold out of TransUnion (TRU) in Q3 2025, closing a stake of 66 shares — an estimated $5.81K sold.

Atticus Wealth Management first reported a position in TRU in Q1 2022 and held it in 14 quarters. The position peaked at $6.39K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

Atticus Wealth Management reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 66 TransUnion shares in Q3 2025, an estimated $5.81K.
Atticus Wealth Management first reported a position in TransUnion in Q1 2022 and held it in 14 quarters.
Atticus Wealth Management's TransUnion position peaked at $6.39K in Q3 2024.
561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.