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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's TRU Position: Q1 2026 in Review

Covestor reduced its TransUnion (TRU) stake by 88% in Q1 2026, selling an estimated $70.1K and leaving 126 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1520.

Covestor first reported a position in TRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $89K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Covestor held 126 shares of TransUnion worth $9K as of Q1 2026.
Covestor sold 916 TransUnion shares in Q1 2026, an estimated $70.1K.
TransUnion made up 0.01% of Covestor's portfolio in Q1 2026, its #1520 holding.
Covestor first reported a position in TransUnion in Q4 2021 and has held it in 18 quarters since.
Covestor's TransUnion position peaked at $89K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.