Covestor
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
Q3 		$4K Sell
73
-4
-5% -$312 ﹤0.01% 1918
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Covestor's TRU Position: Q3 2026 in Review

Covestor reduced its TransUnion (TRU) stake by 5.2% in Q3 2026, selling an estimated $312 and leaving 73 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Covestor first reported a position in TRU in Q4 2021 and has held it in 20 quarters since. The position peaked at $89K in Q4 2025. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Covestor held 73 shares of TransUnion worth $4K as of Q3 2026.
  • Covestor sold 4 TransUnion shares in Q3 2026, an estimated $312.
  • TransUnion made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1918 holding.
  • Covestor first reported a position in TransUnion in Q4 2021 and has held it in 20 quarters since.
  • Covestor's TransUnion position peaked at $89K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.