High Note Wealth’s TransUnion TRU Stock Holding History

High Note 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	-27	Closed	-$1.87K	–	1020
2026 Q1	$1.87K	Sell	27 -49	-64%	-$3.75K	﹤0.01%	807
2025 Q4	$6.52K	Buy	+76	New	+$6.25K	﹤0.01%	419

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

High Note Wealth's TRU Position: Q2 2026 in Review

High Note Wealth sold out of TransUnion (TRU) in Q2 2026, closing a stake of 27 shares — an estimated $1.87K sold.

High Note Wealth first reported a position in TRU in Q4 2025 and held it in 2 quarters. The position peaked at $6.52K in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

High Note Wealth reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
High Note Wealth sold 27 TransUnion shares in Q2 2026, an estimated $1.87K.
High Note Wealth first reported a position in TransUnion in Q4 2025 and held it in 2 quarters.
High Note Wealth's TransUnion position peaked at $6.52K in Q4 2025.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.