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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
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

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

Avion Wealth's TRU Position: Q2 2026 in Review

Avion Wealth increased its TransUnion (TRU) stake by 133% in Q2 2026, buying an estimated $561 and bringing the position to 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Avion Wealth first reported a position in TRU in Q3 2023 and has held it in 9 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Avion Wealth held 14 shares of TransUnion worth $1K as of Q2 2026.
  • Avion Wealth bought 8 TransUnion shares in Q2 2026, an estimated $561.
  • TransUnion made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1359 holding.
  • Avion Wealth first reported a position in TransUnion in Q3 2023 and has held it in 9 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.