Envestnet Portfolio Solutions
TRU icon

Envestnet Portfolio Solutions’s TransUnion TRU Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-3,791
Closed -$262K – 1433
2026
Q1 		$262K Sell
3,791
-877
-19% -$67.1K ﹤0.01% 1170
2025
Q4 		$400K Sell
4,668
-48
-1% -$3.94K ﹤0.01% 1144
2025
Q3 		$395K Sell
4,716
-4,204
-47% -$382K ﹤0.01% 1123
2025
Q2 		$785K Sell
8,920
-1,051
-11% -$87.7K ﹤0.01% 893
2025
Q1 		$828K Sell
9,971
-4,346
-30% -$397K ﹤0.01% 857
2024
Q4 		$1.33M Buy
14,317
+3,774
+36% +$382K ﹤0.01% 816
2024
Q3 		$1.1M Buy
+10,543
New +$950K ﹤0.01% 860

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

Envestnet Portfolio Solutions's TRU Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3,791 shares — an estimated $262K sold.

Envestnet Portfolio Solutions first reported a position in TRU in Q3 2024 and held it in 7 quarters. The position peaked at $1.33M in Q4 2024. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,791 TransUnion shares in Q2 2026, an estimated $262K.
  • Envestnet Portfolio Solutions first reported a position in TransUnion in Q3 2024 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's TransUnion position peaked at $1.33M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.