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Diversify Advisory Services’s TransUnion TRU Stock Holding History

Diversify Advisory Services’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 		$323K Sell
4,590
-838
-15% -$64.1K 0.05% 159
2025
Q4 		$468K Sell
5,428
-152
-3% -$12.5K 0.01% 617
2025
Q3 		$455K Sell
5,580
-84
-1% -$7.63K 0.02% 591
2025
Q2 		$498K Buy
5,664
+48
+0.9% +$4K 0.02% 533
2025
Q1 		$463K Buy
+5,616
New +$513K 0.03% 372

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversify Advisory Services's TRU Position: Q1 2026 in Review

Diversify Advisory Services reduced its TransUnion (TRU) stake by 15% in Q1 2026, selling an estimated $64.1K and leaving 4,590 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #159.

Diversify Advisory Services first reported a position in TRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $498K in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Diversify Advisory Services held 4,590 shares of TransUnion worth $323K as of Q1 2026.
  • Diversify Advisory Services sold 838 TransUnion shares in Q1 2026, an estimated $64.1K.
  • TransUnion made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #159 holding.
  • Diversify Advisory Services first reported a position in TransUnion in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's TransUnion position peaked at $498K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.