Cetera Investment Advisers
TRU icon

Cetera Investment Advisers’s TransUnion TRU Stock Holding History

Cetera Investment Advisers’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 		$742K Sell
10,291
-17,467
-63% -$1.22M ﹤0.01% 3324
2026
Q1 		$1.92M Buy
27,758
+37
+0.1% +$2.83K ﹤0.01% 2311
2025
Q4 		$2.38M Sell
27,721
-851
-3% -$69.9K ﹤0.01% 2058
2025
Q3 		$2.39M Buy
28,572
+4,587
+19% +$416K ﹤0.01% 2021
2025
Q2 		$2.11M Buy
23,985
+665
+3% +$55.5K ﹤0.01% 1810
2025
Q1 		$1.94M Sell
23,320
-18,919
-45% -$1.73M ﹤0.01% 1777
2024
Q4 		$3.92M Buy
42,239
+6,488
+18% +$657K 0.01% 1187
2024
Q3 		$3.74M Buy
35,751
+31,840
+814% +$2.87M 0.01% 1175
2024
Q2 		$290K Buy
3,911
+87
+2% +$6.49K ﹤0.01% 3058
2024
Q1 		$305K Buy
+3,824
New +$280K ﹤0.01% 3024
2022
Q2 		– Sell
-3,556
Closed -$367K – 1950
2022
Q1 		$367K Sell
3,556
-1,396
-28% -$142K 0.01% 1368
2021
Q4 		$587K Buy
4,952
+258
+5% +$29.6K 0.01% 1090
2021
Q3 		$527K Buy
4,694
+199
+4% +$23.4K 0.01% 1113
2021
Q2 		$494K Buy
+4,495
New +$469K 0.01% 1127
2021
Q1 		– Sell
-3,995
Closed -$396K – 1705
2020
Q4 		$396K Buy
+3,995
New +$366K 0.01% 1089

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's TRU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its TransUnion (TRU) stake by 63% in Q2 2026, selling an estimated $1.22M and leaving 10,291 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Cetera Investment Advisers first reported a position in TRU in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.92M in Q4 2024. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cetera Investment Advisers held 10,291 shares of TransUnion worth $742K as of Q2 2026.
  • Cetera Investment Advisers sold 17,467 TransUnion shares in Q2 2026, an estimated $1.22M.
  • TransUnion made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3324 holding.
  • Cetera Investment Advisers first reported a position in TransUnion in Q4 2020 and has held it in 15 quarters since.
  • Cetera Investment Advisers's TransUnion position peaked at $3.92M in Q4 2024.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.