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Essential Partners’s TransUnion TRU Stock Holding History

Essential Partners’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 		$15.5K Sell
215
-394
-65% -$27.6K 0.01% 1009
2026
Q1 		$42.1K Buy
609
+237
+64% +$18.1K 0.01% 646
2025
Q4 		$31.9K Buy
372
+295
+383% +$24.2K 0.01% 742
2025
Q3 		$6.45K Buy
77
+46
+148% +$4.18K ﹤0.01% 1330
2025
Q2 		$2.73K Buy
+31
New +$2.58K ﹤0.01% 1232

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 $3.38T AUM 44.17% 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

Essential Partners's TRU Position: Q2 2026 in Review

Essential Partners reduced its TransUnion (TRU) stake by 65% in Q2 2026, selling an estimated $27.6K and leaving 215 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #1009.

Essential Partners first reported a position in TRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.1K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Essential Partners held 215 shares of TransUnion worth $15.5K as of Q2 2026.
  • Essential Partners sold 394 TransUnion shares in Q2 2026, an estimated $27.6K.
  • TransUnion made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1009 holding.
  • Essential Partners first reported a position in TransUnion in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's TransUnion position peaked at $42.1K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.