Commonwealth Equity Services’s TransUnion TRU Stock Holding History

Commonwealth Equity Services’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	$7.16M	Buy	99,287 +1,575	+2%	+$110K	0.01%	1149
2026 Q1	$6.76M	Sell	97,712 -5,478	-5%	-$419K	0.01%	1140
2025 Q4	$8.85M	Sell	103,190 -2,289	-2%	-$188K	0.01%	955
2025 Q3	$8.84M	Sell	105,479 -462	-0.4%	-$41.9K	0.01%	990
2025 Q2	$9.32M	Buy	105,941 +1,905	+2%	+$159K	0.01%	956
2025 Q1	$8.63M	Sell	104,036 -2,178	-2%	-$199K	0.01%	947
2024 Q4	$9.85M	Sell	106,214 -3,179	-3%	-$322K	0.01%	842
2024 Q3	$11.5M	Sell	109,393 -35,450	-24%	-$3.2M	0.02%	760
2024 Q2	$10.7M	Sell	144,843 -8,707	-6%	-$650K	0.02%	778
2024 Q1	$12.3M	Sell	153,550 -5,604	-4%	-$411K	0.02%	691
2023 Q4	$10.9M	Buy	159,154 +48,114	+43%	+$2.93M	0.02%	697
2023 Q3	$7.97M	Buy	111,040 +11,607	+12%	+$910K	0.02%	781
2023 Q2	$7.79M	Buy	99,433 +3,385	+4%	+$234K	0.02%	810
2023 Q1	$5.97M	Buy	96,048 +2,921	+3%	+$191K	0.01%	925
2022 Q4	$5.28M	Buy	93,127 +1,190	+1%	+$69.7K	0.01%	939
2022 Q3	$5.47M	Buy	91,937 +30,893	+51%	+$2.38M	0.01%	852
2022 Q2	$4.88M	Sell	61,044 -1,599	-3%	-$138K	0.01%	914
2022 Q1	$6.47M	Buy	62,643 +13,831	+28%	+$1.4M	0.01%	819
2021 Q4	$5.79M	Buy	+48,812	New	+$5.59M	0.01%	857

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 $3.37T AUM 44.26% 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

Commonwealth Equity Services's TRU Position: Q2 2026 in Review

Commonwealth Equity Services increased its TransUnion (TRU) stake by 1.6% in Q2 2026, buying an estimated $110K and bringing the position to 99,287 shares worth $7.16M. The position accounts for 0.01% of the portfolio, ranked #1149.

Commonwealth Equity Services first reported a position in TRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q1 2024. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Commonwealth Equity Services held 99,287 shares of TransUnion worth $7.16M as of Q2 2026.
Commonwealth Equity Services bought 1,575 TransUnion shares in Q2 2026, an estimated $110K.
TransUnion made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1149 holding.
Commonwealth Equity Services first reported a position in TransUnion in Q4 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's TransUnion position peaked at $12.3M in Q1 2024.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.