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Aventura Private Wealth’s TransUnion TRU Stock Holding History

Aventura Private Wealth’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 		$721 Hold
10
– – ﹤0.01% 909
2026
Q1 		$692 Hold
10
– – ﹤0.01% 823
2025
Q4 		$858 Hold
10
– – ﹤0.01% 757
2025
Q3 		$838 Hold
10
– – ﹤0.01% 745
2025
Q2 		$880 Hold
10
– – ﹤0.01% 697
2025
Q1 		$830 Hold
10
– – ﹤0.01% 674
2024
Q4 		$927 Buy
+10
New +$1.01K ﹤0.01% 645

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aventura Private Wealth's TRU Position: Q2 2026 in Review

Aventura Private Wealth held its TransUnion (TRU) position steady in Q2 2026 at 10 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Aventura Private Wealth first reported a position in TRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $927 in Q4 2024. 519 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Aventura Private Wealth held 10 shares of TransUnion worth $721 as of Q2 2026.
  • Aventura Private Wealth left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #909 holding.
  • Aventura Private Wealth first reported a position in TransUnion in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's TransUnion position peaked at $927 in Q4 2024.
  • 519 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.