EPW
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Evolve Private Wealth’s TransUnion TRU Stock Holding History

Evolve Private 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
2026
Q2 		– Sell
-5,689
Closed -$394K – 1218
2026
Q1 		$394K Buy
5,689
+2,228
+64% +$171K 0.02% 680
2025
Q4 		$297K Buy
+3,461
New +$284K 0.02% 727

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

Evolve Private Wealth's TRU Position: Q2 2026 in Review

Evolve Private Wealth sold out of TransUnion (TRU) in Q2 2026, closing a stake of 5,689 shares — an estimated $394K sold.

Evolve Private Wealth first reported a position in TRU in Q4 2025 and held it in 2 quarters. The position peaked at $394K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Evolve Private Wealth reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 5,689 TransUnion shares in Q2 2026, an estimated $394K.
  • Evolve Private Wealth first reported a position in TransUnion in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's TransUnion position peaked at $394K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.