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Graham Capital Wealth Management’s TransUnion TRU Stock Holding History

Graham Capital Wealth Management’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 		$4.22M Buy
58,551
+385
+0.7% +$27K 3.27% 8
2026
Q1 		$4.02M Buy
+58,166
New +$4.45M 3.57% 11

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

Graham Capital Wealth Management's TRU Position: Q2 2026 in Review

Graham Capital Wealth Management increased its TransUnion (TRU) stake by 0.66% in Q2 2026, buying an estimated $27K and bringing the position to 58,551 shares worth $4.22M. The position accounts for 3.27% of the portfolio, ranked #8.

Graham Capital Wealth Management first reported a position in TRU in Q1 2026 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Graham Capital Wealth Management held 58,551 shares of TransUnion worth $4.22M as of Q2 2026.
  • Graham Capital Wealth Management bought 385 TransUnion shares in Q2 2026, an estimated $27K.
  • TransUnion made up 3.27% of Graham Capital Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Graham Capital Wealth Management first reported a position in TransUnion in Q1 2026 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.