C
TRU icon

Covestor’s TransUnion TRU Stock Holding History

Covestor’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 		$6K Sell
77
-49
-39% -$3.44K ﹤0.01% 1853
2026
Q1 		$9K Sell
126
-916
-88% -$70.1K 0.01% 1520
2025
Q4 		$89K Buy
1,042
+307
+42% +$25.2K 0.05% 637
2025
Q3 		$62K Buy
735
+127
+21% +$11.5K 0.03% 816
2025
Q2 		$54K Buy
608
+471
+344% +$39.3K 0.03% 868
2025
Q1 		$11K Buy
137
+1
+0.7% +$91 0.01% 1457
2024
Q4 		$13K Sell
136
-10
-7% -$1.01K 0.01% 1405
2024
Q3 		$15K Buy
146
+1
+0.7% +$90 0.01% 1340
2024
Q2 		$11K Hold
145
– – 0.01% 1495
2024
Q1 		$12K Buy
145
+2
+1% +$147 0.01% 1475
2023
Q4 		$10K Buy
143
+4
+3% +$244 0.01% 1600
2023
Q3 		$10K Buy
139
+3
+2% +$235 0.01% 1447
2023
Q2 		$11K Buy
136
+4
+3% +$277 0.01% 1399
2023
Q1 		$8K Hold
132
– – 0.01% 1440
2022
Q4 		$8K Hold
132
– – 0.01% 1438
2022
Q3 		$8K Sell
132
-12
-8% -$923 0.01% 1362
2022
Q2 		$12K Sell
144
-709
-83% -$61K 0.01% 1157
2022
Q1 		$88K Buy
853
+416
+95% +$42.2K 0.06% 591
2021
Q4 		$52K Buy
+437
New +$50.1K 0.07% 517

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

Covestor's TRU Position: Q2 2026 in Review

Covestor reduced its TransUnion (TRU) stake by 39% in Q2 2026, selling an estimated $3.44K and leaving 77 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Covestor first reported a position in TRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $89K in Q4 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Covestor held 77 shares of TransUnion worth $6K as of Q2 2026.
  • Covestor sold 49 TransUnion shares in Q2 2026, an estimated $3.44K.
  • TransUnion made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1853 holding.
  • Covestor first reported a position in TransUnion in Q4 2021 and has held it in 19 quarters since.
  • Covestor's TransUnion position peaked at $89K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.