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 Q2	–	Sell	-4,590	Closed	-$323K	–	1290
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

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

Diversify Advisory Services's TRU Position: Q2 2026 in Review

Diversify Advisory Services sold out of TransUnion (TRU) in Q2 2026, closing a stake of 4,590 shares — an estimated $323K sold.

Diversify Advisory Services first reported a position in TRU in Q1 2025 and held it in 5 quarters. The position peaked at $498K in Q2 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Diversify Advisory Services reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
Diversify Advisory Services sold 4,590 TransUnion shares in Q2 2026, an estimated $323K.
Diversify Advisory Services first reported a position in TransUnion in Q1 2025 and held it in 5 quarters.
Diversify Advisory Services's TransUnion position peaked at $498K in Q2 2025.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.