EF
TRU icon

Empowered Funds’s TransUnion TRU Stock Holding History

Empowered Funds’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 		$535K Buy
7,421
+2,700
+57% +$189K ﹤0.01% 1651
2026
Q1 		$327K Buy
4,721
+103
+2% +$7.88K ﹤0.01% 1787
2025
Q4 		$396K Sell
4,618
-6,556
-59% -$539K 0.01% 796
2025
Q3 		$936K Buy
11,174
+924
+9% +$83.9K 0.01% 1203
2025
Q2 		$902K Buy
10,250
+6,517
+175% +$544K 0.01% 1110
2025
Q1 		$310K Sell
3,733
-751
-17% -$68.6K ﹤0.01% 1397
2024
Q4 		$416K Buy
4,484
+190
+4% +$19.2K 0.01% 1249
2024
Q3 		$450K Sell
4,294
-50
-1% -$4.51K 0.01% 1120
2024
Q2 		$322K Buy
4,344
+493
+13% +$36.8K 0.01% 1183
2024
Q1 		$307K Buy
3,851
+572
+17% +$41.9K 0.01% 1205
2023
Q4 		$225K Buy
3,279
+485
+17% +$29.5K 0.01% 1185
2023
Q3 		$201K Buy
+2,794
New +$219K 0.01% 1151
2018
Q1 		– Sell
-17,541
Closed -$964K – 119
2017
Q4 		$964K Buy
+17,541
New +$934K 0.48% 61

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

Empowered Funds's TRU Position: Q2 2026 in Review

Empowered Funds increased its TransUnion (TRU) stake by 57% in Q2 2026, buying an estimated $189K and bringing the position to 7,421 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Empowered Funds first reported a position in TRU in Q4 2017 and has held it in 13 quarters since. The position peaked at $964K in Q4 2017. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Empowered Funds held 7,421 shares of TransUnion worth $535K as of Q2 2026.
  • Empowered Funds bought 2,700 TransUnion shares in Q2 2026, an estimated $189K.
  • TransUnion made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1651 holding.
  • Empowered Funds first reported a position in TransUnion in Q4 2017 and has held it in 13 quarters since.
  • Empowered Funds's TransUnion position peaked at $964K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.