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Empirical Wealth Management’s TransUnion TRU Stock Holding History

Empirical Wealth Management’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 		$221K Sell
3,058
-921
-23% -$64.6K ﹤0.01% 985
2026
Q1 		$275K Buy
3,979
+1,257
+46% +$96.2K ﹤0.01% 827
2025
Q4 		$233K Buy
+2,722
New +$224K ﹤0.01% 800

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAM
Wilson Asset Management Sydney, Australia $364M AUM 10.92% 1-Year Est. Return

Empirical Wealth Management's TRU Position: Q2 2026 in Review

Empirical Wealth Management reduced its TransUnion (TRU) stake by 23% in Q2 2026, selling an estimated $64.6K and leaving 3,058 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Empirical Wealth Management first reported a position in TRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 191 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Empirical Wealth Management held 3,058 shares of TransUnion worth $221K as of Q2 2026.
  • Empirical Wealth Management sold 921 TransUnion shares in Q2 2026, an estimated $64.6K.
  • TransUnion made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #985 holding.
  • Empirical Wealth Management first reported a position in TransUnion in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's TransUnion position peaked at $275K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.