Curio Wealth’s TransUnion TRU Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$208	–	1050
2026 Q1	$208	Buy	+3	New	+$230	﹤0.01%	760

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

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 $3.38T AUM 44.17% 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

Curio Wealth's TRU Position: Q2 2026 in Review

Curio Wealth sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3 shares — an estimated $208 sold.

Curio Wealth first reported a position in TRU in Q1 2026 and held it in 1 quarter. The position peaked at $208 in Q1 2026. 523 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Curio Wealth reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 TransUnion shares in Q2 2026, an estimated $208.
Curio Wealth first reported a position in TransUnion in Q1 2026 and held it in 1 quarter.
Curio Wealth's TransUnion position peaked at $208 in Q1 2026.
523 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

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