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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
Q2 		$3.25K Buy
45
+8
+22% +$561 ﹤0.01% 1158
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

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's TRU Position: Q2 2026 in Review

Bell Investment Advisors increased its TransUnion (TRU) stake by 22% in Q2 2026, buying an estimated $561 and bringing the position to 45 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Bell Investment Advisors first reported a position in TRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.83K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Bell Investment Advisors held 45 shares of TransUnion worth $3.25K as of Q2 2026.
  • Bell Investment Advisors bought 8 TransUnion shares in Q2 2026, an estimated $561.
  • TransUnion made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1158 holding.
  • Bell Investment Advisors first reported a position in TransUnion in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's TransUnion position peaked at $8.83K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.