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Financial Consulate’s TransUnion TRU Stock Holding History

Financial Consulate’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 		$289 Sell
4
-7
-64% -$491 ﹤0.01% 1397
2026
Q1 		$762 Buy
+11
New +$842 ﹤0.01% 1155
2025
Q4 		– Sell
-6
Closed -$503 – 1443
2025
Q3 		$503 Buy
+6
New +$545 ﹤0.01% 1002

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

Financial Consulate's TRU Position: Q2 2026 in Review

Financial Consulate reduced its TransUnion (TRU) stake by 64% in Q2 2026, selling an estimated $491 and leaving 4 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Financial Consulate first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $762 in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Financial Consulate held 4 shares of TransUnion worth $289 as of Q2 2026.
  • Financial Consulate sold 7 TransUnion shares in Q2 2026, an estimated $491.
  • TransUnion made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1397 holding.
  • Financial Consulate first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's TransUnion position peaked at $762 in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.