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Equitable Trust’s TransUnion TRU Stock Holding History

Equitable Trust’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 		$4.24M Buy
58,744
+1,153
+2% +$80.8K 0.18% 107
2026
Q1 		$3.98M Buy
+57,591
New +$4.41M 0.18% 102

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

Equitable Trust's TRU Position: Q2 2026 in Review

Equitable Trust increased its TransUnion (TRU) stake by 2% in Q2 2026, buying an estimated $80.8K and bringing the position to 58,744 shares worth $4.24M. The position accounts for 0.18% of the portfolio, ranked #107.

Equitable Trust first reported a position in TRU in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Equitable Trust held 58,744 shares of TransUnion worth $4.24M as of Q2 2026.
  • Equitable Trust bought 1,153 TransUnion shares in Q2 2026, an estimated $80.8K.
  • TransUnion made up 0.18% of Equitable Trust's portfolio in Q2 2026, its #107 holding.
  • Equitable Trust first reported a position in TransUnion in Q1 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.