Bogart Wealth LLC’s TransUnion TRU Stock Holding History

Bogart Wealth LLC’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	-16	Closed	-$1.11K	–	2089
2026 Q1	$1.11K	Buy	+16	New	+$1.23K	﹤0.01%	1422

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

Bogart Wealth LLC's TRU Position: Q2 2026 in Review

Bogart Wealth LLC sold out of TransUnion (TRU) in Q2 2026, closing a stake of 16 shares — an estimated $1.11K sold.

Bogart Wealth LLC first reported a position in TRU in Q1 2026 and held it in 1 quarter. The position peaked at $1.11K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Bogart Wealth LLC reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 16 TransUnion shares in Q2 2026, an estimated $1.11K.
Bogart Wealth LLC first reported a position in TransUnion in Q1 2026 and held it in 1 quarter.
Bogart Wealth LLC's TransUnion position peaked at $1.11K in Q1 2026.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.