Bellevue Asset Management’s TransUnion TRU Stock Holding History

Bellevue Asset Management’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	$1.37K	Buy	+19	New	+$1.33K	﹤0.01%	518
2023 Q4	–	Sell	-15	Closed	-$1.08K	–	463
2023 Q3	$1.08K	Hold	15	–	–	﹤0.01%	444
2023 Q2	$1.17K	Buy	+15	New	+$1.04K	﹤0.01%	465
2022 Q3	–	Sell	-16	Closed	-$1K	–	510
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	490
2022 Q1	$2K	Sell	16 -1	-6%	-$101	﹤0.01%	478
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	519
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	542
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	545
2021 Q1	$2K	Sell	17 -2	-11%	-$180	﹤0.01%	602
2020 Q4	$2K	Sell	19 -1	-5%	-$92	﹤0.01%	609
2020 Q3	$2K	Sell	20 -2	-9%	-$173	﹤0.01%	573
2020 Q2	$2K	Sell	22 -2	-8%	-$160	﹤0.01%	567
2020 Q1	$2K	Sell	24 -4	-14%	-$345	﹤0.01%	531
2019 Q4	$2K	Buy	+28	New	+$2.33K	﹤0.01%	459

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bellevue Asset Management's TRU Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in TransUnion (TRU) in Q2 2026: 19 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Bellevue Asset Management previously reported a position in TRU as recently as Q3 2023.

Bellevue Asset Management first reported a position in TRU in Q4 2019 and has held it in 14 quarters since. The position peaked at $2K in Q1 2022. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Bellevue Asset Management held 19 shares of TransUnion worth $1.37K as of Q2 2026.
TransUnion was a new Bellevue Asset Management position in Q2 2026.
TransUnion made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #518 holding.
Bellevue Asset Management first reported a position in TransUnion in Q4 2019 and has held it in 14 quarters since.
Bellevue Asset Management's TransUnion position peaked at $2K in Q1 2022.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.