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Avion Wealth’s TransUnion TRU Stock Holding History

Avion 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
Q3 		$1K Buy
21
+7
+50% +$546 ﹤0.01% 1339
2026
Q2 		$1K Buy
14
+8
+133% +$561 ﹤0.01% 1359
2026
Q1 		$0 Sell
6
-6
-50% -$459 ﹤0.01% 1603
2025
Q4 		$1K Buy
12
+1
+9% +$82 ﹤0.01% 1140
2025
Q3 		$0 Buy
11
+5
+83% +$454 ﹤0.01% 1554
2025
Q2 		$0 Sell
6
-4
-40% -$334 ﹤0.01% 1613
2025
Q1 		$0 Buy
+10
New +$913 ﹤0.01% 1355
2024
Q4 		– Sell
-5
Closed – – 1280
2024
Q3 		$0 Sell
5
-1
-17% -$90 ﹤0.01% 1332
2024
Q2 		$0 Buy
+6
New +$448 ﹤0.01% 1250
2023
Q4 		– Sell
-6
Closed – – 1344
2023
Q3 		$0 Buy
+6
New +$470 ﹤0.01% 1196

Other funds holding TRU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Avion Wealth's TRU Position: Q3 2026 in Review

Avion Wealth increased its TransUnion (TRU) stake by 50% in Q3 2026, buying an estimated $546 and bringing the position to 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Avion Wealth first reported a position in TRU in Q3 2023 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Avion Wealth held 21 shares of TransUnion worth $1K as of Q3 2026.
  • Avion Wealth bought 7 TransUnion shares in Q3 2026, an estimated $546.
  • TransUnion made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1339 holding.
  • Avion Wealth first reported a position in TransUnion in Q3 2023 and has held it in 10 quarters since.
  • 297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.