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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avion Wealth's TRU Position: Q1 2026 in Review

Avion Wealth reduced its TransUnion (TRU) stake by 50% in Q1 2026, selling an estimated $459 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Avion Wealth first reported a position in TRU in Q3 2023 and has held it in 8 quarters since. The position peaked at $1K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Avion Wealth held 6 shares of TransUnion worth $0 as of Q1 2026.
  • Avion Wealth sold 6 TransUnion shares in Q1 2026, an estimated $459.
  • TransUnion made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1603 holding.
  • Avion Wealth first reported a position in TransUnion in Q3 2023 and has held it in 8 quarters since.
  • Avion Wealth's TransUnion position peaked at $1K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.