EWP
TRU icon

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
Q3 		$2.51K Hold
41
– – ﹤0.01% 1217
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's TRU Position: Q3 2026 in Review

Elevation Wealth Partners held its TransUnion (TRU) position steady in Q3 2026 at 41 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Elevation Wealth Partners first reported a position in TRU in Q3 2025 and has held it in 5 quarters since. The position peaked at $6K in Q4 2025. 19 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of TransUnion worth $2.51K as of Q3 2026.
  • Elevation Wealth Partners left its TransUnion share count unchanged in Q3 2026.
  • TransUnion made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1217 holding.
  • Elevation Wealth Partners first reported a position in TransUnion in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's TransUnion position peaked at $6K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.