AF
TRU icon

Aviso Financial’s TransUnion TRU Stock Holding History

Aviso Financial’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 		– Sell
-9,200
Closed -$637K – 345
2026
Q1 		$637K Sell
9,200
-3,324
-27% -$254K 0.02% 183
2025
Q4 		$1.07M Sell
12,524
-285
-2% -$23.4K 0.04% 148
2025
Q3 		$1.07M Buy
12,809
+993
+8% +$90.1K 0.04% 158
2025
Q2 		$1.04M Buy
11,816
+747
+7% +$62.3K 0.05% 150
2025
Q1 		$919K Buy
11,069
+1,762
+19% +$161K 0.05% 152
2024
Q4 		$863K Buy
9,307
+243
+3% +$24.6K 0.04% 161
2024
Q3 		$949K Buy
9,064
+4,056
+81% +$366K 0.05% 152
2024
Q2 		$371K Buy
+5,008
New +$374K 0.02% 201

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

Aviso Financial's TRU Position: Q2 2026 in Review

Aviso Financial sold out of TransUnion (TRU) in Q2 2026, closing a stake of 9,200 shares — an estimated $637K sold.

Aviso Financial first reported a position in TRU in Q2 2024 and held it in 8 quarters. The position peaked at $1.07M in Q4 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Aviso Financial reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 9,200 TransUnion shares in Q2 2026, an estimated $637K.
  • Aviso Financial first reported a position in TransUnion in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's TransUnion position peaked at $1.07M in Q4 2025.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.