AAS
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Avantax Advisory Services’s TransUnion TRU Stock Holding History

Avantax Advisory Services’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
Q2 		$778K Buy
8,843
+2,359
+36% +$197K ﹤0.01% 1318
2025
Q1 		$538K Buy
6,484
+869
+15% +$79.4K ﹤0.01% 1462
2024
Q4 		$521K Sell
5,615
-625
-10% -$63.3K ﹤0.01% 1418
2024
Q3 		$653K Buy
+6,240
New +$563K ﹤0.01% 1247

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Advisory Services's TRU Position: Q2 2025 in Review

Avantax Advisory Services increased its TransUnion (TRU) stake by 36% in Q2 2025, buying an estimated $197K and bringing the position to 8,843 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Avantax Advisory Services first reported a position in TRU in Q3 2024 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

  • Avantax Advisory Services held 8,843 shares of TransUnion worth $778K as of Q2 2025.
  • Avantax Advisory Services bought 2,359 TransUnion shares in Q2 2025, an estimated $197K.
  • TransUnion made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1318 holding.
  • Avantax Advisory Services first reported a position in TransUnion in Q3 2024 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.