Envestnet Asset Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.2M | Sell |
308,311
-163,575
| -35% | -$11.5M | 0.01% | 1374 |
|
|
2026
Q1 | $32.6M | Buy |
471,886
+71,936
| +18% | +$5.51M | 0.01% | 1035 |
|
|
2025
Q4 | $34.3M | Sell |
399,950
-14,655
| -4% | -$1.2M | 0.01% | 927 |
|
|
2025
Q3 | $34.7M | Sell |
414,605
-57,561
| -12% | -$5.23M | 0.01% | 945 |
|
|
2025
Q2 | $41.6M | Sell |
472,166
-22,183
| -4% | -$1.85M | 0.01% | 832 |
|
|
2025
Q1 | $41M | Buy |
494,349
+23,979
| +5% | +$2.19M | 0.01% | 793 |
|
|
2024
Q4 | $43.6M | Buy |
470,370
+90,443
| +24% | +$9.16M | 0.01% | 782 |
|
|
2024
Q3 | $39.8M | Buy |
379,927
+176,853
| +87% | +$15.9M | 0.01% | 826 |
|
|
2024
Q2 | $15.1M | Sell |
203,074
-19,038
| -9% | -$1.42M | 0.01% | 1290 |
|
|
2024
Q1 | $17.7M | Buy |
222,112
+23,655
| +12% | +$1.73M | 0.01% | 1179 |
|
|
2023
Q4 | $13.6M | Sell |
198,457
-31,311
| -14% | -$1.91M | 0.01% | 1255 |
|
|
2023
Q3 | $16.5M | Buy |
229,768
+84,278
| +58% | +$6.61M | 0.01% | 1077 |
|
|
2023
Q2 | $11.4M | Buy |
145,490
+25,769
| +22% | +$1.78M | 0.01% | 1218 |
|
|
2023
Q1 | $7.44M | Buy |
119,721
+36,005
| +43% | +$2.36M | ﹤0.01% | 1410 |
|
|
2022
Q4 | $4.75M | Sell |
83,716
-29,497
| -26% | -$1.73M | ﹤0.01% | 1643 |
|
|
2022
Q3 | $6.74M | Sell |
113,213
-153,061
| -57% | -$11.8M | ﹤0.01% | 1359 |
|
|
2022
Q2 | $21.3M | Sell |
266,274
-11,765
| -4% | -$1.01M | 0.01% | 762 |
|
|
2022
Q1 | $28.7M | Sell |
278,039
-87,302
| -24% | -$8.86M | 0.01% | 686 |
|
|
2021
Q4 | $43.3M | Sell |
365,341
-5,210
| -1% | -$597K | 0.02% | 533 |
|
|
2021
Q3 | $41.6M | Sell |
370,551
-9,478
| -2% | -$1.11M | 0.02% | 521 |
|
|
2021
Q2 | $41.7M | Buy |
380,029
+17,051
| +5% | +$1.78M | 0.02% | 506 |
|
|
2021
Q1 | $32.7M | Buy |
362,978
+202,058
| +126% | +$18.2M | 0.02% | 543 |
|
|
2020
Q4 | $16M | Buy |
160,920
+27,425
| +21% | +$2.51M | 0.01% | 708 |
|
|
2020
Q3 | $11.2M | Sell |
133,495
-7,975
| -6% | -$689K | 0.01% | 773 |
|
|
2020
Q2 | $12.3M | Buy |
141,470
+33,693
| +31% | +$2.69M | 0.01% | 699 |
|
|
2020
Q1 | $7.13M | Buy |
107,777
+38,080
| +55% | +$3.29M | 0.01% | 823 |
|
|
2019
Q4 | $5.97M | Buy |
69,697
+6,690
| +11% | +$557K | 0.01% | 1038 |
|
|
2019
Q3 | $5.11M | Buy |
63,007
+3,375
| +6% | +$271K | 0.01% | 1054 |
|
|
2019
Q2 | $4.38M | Buy |
59,632
+10,524
| +21% | +$720K | 0.01% | 1123 |
|
|
2019
Q1 | $3.28M | Buy |
49,108
+8,008
| +19% | +$496K | ﹤0.01% | 1219 |
|
|
2018
Q4 | $2.33M | Buy |
+41,100
| New | +$2.63M | ﹤0.01% | 1256 |
|
|
2018
Q3 | – | Sell |
-10,223
| Closed | -$732K | – | 2510 |
|
|
2018
Q2 | $732K | Buy |
10,223
+3
| +0% | +$200 | ﹤0.01% | 1174 |
|
|
2018
Q1 | $581K | Sell |
10,220
-584
| -5% | -$33.7K | ﹤0.01% | 1153 |
|
|
2017
Q4 | $593K | Buy |
10,804
+584
| +6% | +$31.1K | ﹤0.01% | 1404 |
|
|
2017
Q3 | $483K | Buy |
10,220
+40
| +0.4% | +$1.83K | ﹤0.01% | 1489 |
|
|
2017
Q2 | $441K | Buy |
10,180
+2,551
| +33% | +$106K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $292K | Buy |
7,629
+1,409
| +23% | +$49.5K | ﹤0.01% | 1762 |
|
|
2016
Q4 | $193K | Buy |
6,220
+609
| +11% | +$19.1K | ﹤0.01% | 1904 |
|
|
2016
Q3 | $194K | Buy |
5,611
+1,114
| +25% | +$37.3K | ﹤0.01% | 2027 |
|
|
2016
Q2 | $150K | Sell |
4,497
-946
| -17% | -$29.1K | ﹤0.01% | 2249 |
|
|
2016
Q1 | $150K | Buy |
5,443
+774
| +17% | +$19.6K | ﹤0.01% | 2224 |
|
|
2015
Q4 | $129K | Buy |
4,669
+366
| +9% | +$9.41K | ﹤0.01% | 2259 |
|
|
2015
Q3 | $108K | Buy |
+4,303
| New | +$109K | ﹤0.01% | 2307 |
|
Other funds holding TRU
IFP
Envestnet Asset Management's TRU Position: Q2 2026 in Review
Envestnet Asset Management reduced its TransUnion (TRU) stake by 35% in Q2 2026, selling an estimated $11.5M and leaving 308,311 shares worth $22.2M. The position accounts for 0.01% of the portfolio, ranked #1374.
Envestnet Asset Management first reported a position in TRU in Q3 2015 and has held it in 43 quarters since. The position peaked at $43.6M in Q4 2024. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.
- Envestnet Asset Management held 308,311 shares of TransUnion worth $22.2M as of Q2 2026.
- Envestnet Asset Management sold 163,575 TransUnion shares in Q2 2026, an estimated $11.5M.
- TransUnion made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1374 holding.
- Envestnet Asset Management first reported a position in TransUnion in Q3 2015 and has held it in 43 quarters since.
- Envestnet Asset Management's TransUnion position peaked at $43.6M in Q4 2024.
- 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.