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Cary Street Partners Investment Advisory’s TransUnion TRU Stock Holding History

Cary Street Partners Investment Advisory’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 		$241K Sell
3,337
-433
-11% -$30.4K 0.05% 334
2026
Q1 		$261K Buy
3,770
+518
+16% +$39.6K 0.07% 296
2025
Q4 		$279K Buy
3,252
+1,676
+106% +$138K 0.08% 262
2025
Q3 		$132K Buy
1,576
+653
+71% +$59.3K 0.06% 333
2025
Q2 		$81.3K Buy
923
+14
+2% +$1.17K 0.04% 348
2025
Q1 		$75.4K Buy
909
+324
+55% +$29.6K 0.04% 324
2024
Q4 		$54.2K Sell
585
-3,744
-86% -$379K 0.04% 313
2024
Q3 		$453K Buy
4,329
+7
+0.2% +$631 0.02% 523
2024
Q2 		$321K Buy
+4,322
New +$322K 0.01% 578
2023
Q4 		– Sell
-10
Closed -$718 – 1712
2023
Q3 		$718 Buy
+10
New +$784 ﹤0.01% 1766

Other funds holding TRU

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's TRU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its TransUnion (TRU) stake by 11% in Q2 2026, selling an estimated $30.4K and leaving 3,337 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #334.

Cary Street Partners Investment Advisory first reported a position in TRU in Q3 2023 and has held it in 10 quarters since. The position peaked at $453K in Q3 2024. 305 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,337 shares of TransUnion worth $241K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 433 TransUnion shares in Q2 2026, an estimated $30.4K.
  • TransUnion made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #334 holding.
  • Cary Street Partners Investment Advisory first reported a position in TransUnion in Q3 2023 and has held it in 10 quarters since.
  • Cary Street Partners Investment Advisory's TransUnion position peaked at $453K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.