EWA
TRU icon

EverSource Wealth Advisors’s TransUnion TRU Stock Holding History

EverSource Wealth Advisors’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 		$52.2K Sell
724
-933
-56% -$65.4K ﹤0.01% 1758
2026
Q1 		$115K Buy
1,657
+395
+31% +$30.2K ﹤0.01% 1350
2025
Q4 		$108K Buy
1,262
+390
+45% +$32K ﹤0.01% 1272
2025
Q3 		$73.1K Buy
872
+344
+65% +$31.2K ﹤0.01% 1438
2025
Q2 		$46.5K Buy
528
+197
+60% +$16.4K ﹤0.01% 1671
2025
Q1 		$27.5K Buy
331
+212
+178% +$19.4K ﹤0.01% 1521
2024
Q4 		$11K Buy
119
+46
+63% +$4.66K ﹤0.01% 1937
2024
Q3 		$7.64K Buy
73
+29
+66% +$2.61K ﹤0.01% 2014
2024
Q2 		$3.97K Sell
44
-1
-2% -$75 ﹤0.01% 2301
2024
Q1 		$3.29K Buy
45
+43
+2,150% +$3.15K ﹤0.01% 2216
2023
Q4 		$137 Sell
2
-562
-100% -$34.2K ﹤0.01% 2590
2023
Q3 		$40.5K Hold
564
– – ﹤0.01% 896
2023
Q2 		$44.2K Sell
564
-101
-15% -$6.99K ﹤0.01% 883
2023
Q1 		$41.3K Buy
665
+8
+1% +$524 0.01% 855
2022
Q4 		$37.3K Buy
+657
New +$38.5K 0.01% 869
2022
Q3 		– Sell
-22
Closed -$2K – 2140
2022
Q2 		$2K Buy
+22
New +$1.89K ﹤0.01% 1578
2022
Q1 		– Sell
-33
Closed -$4K – 1848
2021
Q4 		$4K Buy
+33
New +$3.78K ﹤0.01% 1364

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

EverSource Wealth Advisors's TRU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TransUnion (TRU) stake by 56% in Q2 2026, selling an estimated $65.4K and leaving 724 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

EverSource Wealth Advisors first reported a position in TRU in Q4 2021 and has held it in 17 quarters since. The position peaked at $115K in Q1 2026. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • EverSource Wealth Advisors held 724 shares of TransUnion worth $52.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 933 TransUnion shares in Q2 2026, an estimated $65.4K.
  • TransUnion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1758 holding.
  • EverSource Wealth Advisors first reported a position in TransUnion in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's TransUnion position peaked at $115K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.