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Dorsey & Whitney Trust’s TransUnion TRU Stock Holding History

Dorsey & Whitney Trust’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
-3,218
Closed -$223K – 766
2026
Q1 		$223K Buy
3,218
+10
+0.3% +$765 0.01% 651
2025
Q4 		$275K Sell
3,208
-62
-2% -$5.09K 0.01% 587
2025
Q3 		$274K Buy
3,270
+51
+2% +$4.63K 0.01% 562
2025
Q2 		$283K Sell
3,219
-4
-0.1% -$334 0.02% 550
2025
Q1 		$267K Sell
3,223
-213
-6% -$19.5K 0.02% 548
2024
Q4 		$319K Sell
3,436
-63
-2% -$6.38K 0.02% 503
2024
Q3 		$366K Buy
3,499
+646
+23% +$58.2K 0.02% 463
2024
Q2 		$212K Sell
2,853
-215
-7% -$16K 0.01% 578
2024
Q1 		$245K Buy
+3,068
New +$225K 0.02% 541
2023
Q4 		– Sell
-2,978
Closed -$214K – 632
2023
Q3 		$214K Buy
2,978
+17
+0.6% +$1.33K 0.02% 528
2023
Q2 		$232K Buy
+2,961
New +$205K 0.02% 513

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dorsey & Whitney Trust's TRU Position: Q2 2026 in Review

Dorsey & Whitney Trust sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3,218 shares — an estimated $223K sold.

Dorsey & Whitney Trust first reported a position in TRU in Q2 2023 and held it in 11 quarters. The position peaked at $366K in Q3 2024. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Dorsey & Whitney Trust reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 3,218 TransUnion shares in Q2 2026, an estimated $223K.
  • Dorsey & Whitney Trust first reported a position in TransUnion in Q2 2023 and held it in 11 quarters.
  • Dorsey & Whitney Trust's TransUnion position peaked at $366K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.