Evoke Wealth’s TransUnion TRU Stock Holding History

Evoke Wealth’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
2025 Q2	–	Sell	-2,474	Closed	-$205K	–	619
2025 Q1	$205K	Buy	+2,474	New	+$226K	0.01%	421

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Evoke Wealth's TRU Position: Q2 2025 in Review

Evoke Wealth sold out of TransUnion (TRU) in Q2 2025, closing a stake of 2,474 shares — an estimated $205K sold.

Evoke Wealth first reported a position in TRU in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

Evoke Wealth reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
Evoke Wealth sold 2,474 TransUnion shares in Q2 2025, an estimated $205K.
Evoke Wealth first reported a position in TransUnion in Q1 2025 and held it in 1 quarter.
Evoke Wealth's TransUnion position peaked at $205K in Q1 2025.
544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.