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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
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

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

Aviso Financial's TRU Position: Q1 2026 in Review

Aviso Financial reduced its TransUnion (TRU) stake by 27% in Q1 2026, selling an estimated $254K and leaving 9,200 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #183.

Aviso Financial first reported a position in TRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Aviso Financial held 9,200 shares of TransUnion worth $637K as of Q1 2026.
  • Aviso Financial sold 3,324 TransUnion shares in Q1 2026, an estimated $254K.
  • TransUnion made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #183 holding.
  • Aviso Financial first reported a position in TransUnion in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's TransUnion position peaked at $1.07M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.