EWP
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Elevation Wealth Partners’s TransUnion TRU Stock Holding History

Elevation Wealth Partners’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 		$2.96K Sell
41
-2
-5% -$140 ﹤0.01% 1132
2026
Q1 		$2.98K Sell
43
-27
-39% -$2.07K ﹤0.01% 834
2025
Q4 		$6K Buy
70
+52
+289% +$4.27K ﹤0.01% 592
2025
Q3 		$1.51K Buy
+18
New +$1.63K ﹤0.01% 693

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's TRU Position: Q2 2026 in Review

Elevation Wealth Partners reduced its TransUnion (TRU) stake by 4.7% in Q2 2026, selling an estimated $140 and leaving 41 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Elevation Wealth Partners first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $6K in Q4 2025. 145 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Elevation Wealth Partners held 41 shares of TransUnion worth $2.96K as of Q2 2026.
  • Elevation Wealth Partners sold 2 TransUnion shares in Q2 2026, an estimated $140.
  • TransUnion made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1132 holding.
  • Elevation Wealth Partners first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's TransUnion position peaked at $6K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.