Bell Investment Advisors’s TransUnion TRU Stock Holding History

Bell Investment Advisors’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	$2.56K	Sell	37 -66	-64%	-$5.05K	﹤0.01%	1238
2025 Q4	$8.83K	Buy	103 +59	+134%	+$4.85K	﹤0.01%	739
2025 Q3	$3.69K	Sell	44 -5	-10%	-$454	﹤0.01%	1066
2025 Q2	$4.31K	Buy	49 +7	+17%	+$584	﹤0.01%	1054
2025 Q1	$3.49K	Hold	42	–	–	﹤0.01%	1080
2024 Q4	$3.89K	Buy	42 +5	+14%	+$506	﹤0.01%	1044
2024 Q3	$3.87K	Hold	37	–	–	﹤0.01%	1067
2024 Q2	$2.74K	Hold	37	–	–	﹤0.01%	1222
2024 Q1	$2.95K	Hold	37	–	–	﹤0.01%	1181
2023 Q4	$2.54K	Sell	37 -33	-47%	-$2.01K	﹤0.01%	1225
2023 Q3	$5.03K	Sell	70 -17	-20%	-$1.33K	﹤0.01%	801
2023 Q2	$6.82K	Sell	87 -8	-8%	-$554	﹤0.01%	669
2023 Q1	$5.9K	Sell	95 -2	-2%	-$131	﹤0.01%	702
2022 Q4	$5.5K	Buy	97 +62	+177%	+$3.63K	﹤0.01%	759
2022 Q3	$2K	Sell	35 -18	-34%	-$1.38K	﹤0.01%	1231
2022 Q2	$4K	Buy	+53	New	+$4.56K	﹤0.01%	858
2021 Q4	$8K	Hold	70	–	–	﹤0.01%	577
2021 Q3	$8K	Buy	+70	New	+$8.23K	﹤0.01%	543

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Investment Advisors's TRU Position: Q1 2026 in Review

Bell Investment Advisors reduced its TransUnion (TRU) stake by 64% in Q1 2026, selling an estimated $5.05K and leaving 37 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Bell Investment Advisors first reported a position in TRU in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.83K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Bell Investment Advisors held 37 shares of TransUnion worth $2.56K as of Q1 2026.
Bell Investment Advisors sold 66 TransUnion shares in Q1 2026, an estimated $5.05K.
TransUnion made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1238 holding.
Bell Investment Advisors first reported a position in TransUnion in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's TransUnion position peaked at $8.83K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.