CVA Family Office’s TransUnion TRU Stock Holding History

CVA Family Office’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	$10K	Sell	139 -106	-43%	-$7.43K	﹤0.01%	1019
2026 Q1	$17K	Buy	245 +169	+222%	+$12.9K	﹤0.01%	843
2025 Q4	$6.52K	Sell	76 -10	-12%	-$822	﹤0.01%	855
2025 Q3	$7.21K	Hold	86	–	–	﹤0.01%	846
2025 Q2	$7.57K	Sell	86 -8	-9%	-$667	﹤0.01%	842
2025 Q1	$7.8K	Buy	94 +82	+683%	+$7.49K	﹤0.01%	834
2024 Q4	$1.11K	Sell	12 -15	-56%	-$1.52K	﹤0.01%	1075
2024 Q3	$2.83K	Buy	27 +14	+108%	+$1.26K	﹤0.01%	932
2024 Q2	$964	Buy	+13	New	+$970	﹤0.01%	1082
2023 Q3	–	Sell	-625	Closed	-$49K	–	881
2023 Q2	$49K	Buy	625 +95	+18%	+$6.57K	0.01%	453
2023 Q1	$32.9K	Buy	530 +195	+58%	+$12.8K	0.01%	513
2022 Q4	$19K	Buy	335 +195	+139%	+$11.4K	﹤0.01%	572
2022 Q3	$8K	Sell	140 -1,245	-90%	-$95.7K	﹤0.01%	666
2022 Q2	$111K	Buy	1,385 +1,300	+1,529%	+$112K	0.03%	228
2022 Q1	$9K	Sell	85 -30	-26%	-$3.04K	﹤0.01%	703
2021 Q4	$14K	Buy	+115	New	+$13.2K	﹤0.01%	593
2021 Q3	–	Sell	-85	Closed	-$9K	–	841
2021 Q2	$9K	Hold	85	–	–	﹤0.01%	683
2021 Q1	$8K	Buy	+85	New	+$7.67K	﹤0.01%	558

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 $3.38T 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

CVA Family Office's TRU Position: Q2 2026 in Review

CVA Family Office reduced its TransUnion (TRU) stake by 43% in Q2 2026, selling an estimated $7.43K and leaving 139 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

CVA Family Office first reported a position in TRU in Q1 2021 and has held it in 18 quarters since. The position peaked at $111K in Q2 2022. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

CVA Family Office held 139 shares of TransUnion worth $10K as of Q2 2026.
CVA Family Office sold 106 TransUnion shares in Q2 2026, an estimated $7.43K.
TransUnion made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1019 holding.
CVA Family Office first reported a position in TransUnion in Q1 2021 and has held it in 18 quarters since.
CVA Family Office's TransUnion position peaked at $111K in Q2 2022.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.