HIW
TRU icon

Holos Integrated Wealth’s TransUnion TRU Stock Holding History

Holos Integrated 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 		$8.04K Hold
102
– – ﹤0.01% 279
2026
Q1 		$7.02K Hold
102
– – ﹤0.01% 280
2025
Q4 		$8.5K Hold
102
– – ﹤0.01% 212
2025
Q3 		$7.92K Hold
102
– – ﹤0.01% 205
2025
Q2 		$9.2K Hold
102
– – 0.01% 197
2025
Q1 		$8.46K Hold
102
– – 0.01% 200
2024
Q4 		$9.46K Buy
+102
New +$10.3K 0.01% 198

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Holos Integrated Wealth's TRU Position: Q2 2026 in Review

Holos Integrated Wealth held its TransUnion (TRU) position steady in Q2 2026 at 102 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Holos Integrated Wealth first reported a position in TRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.46K in Q4 2024. 76 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Holos Integrated Wealth held 102 shares of TransUnion worth $8.04K as of Q2 2026.
  • Holos Integrated Wealth left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #279 holding.
  • Holos Integrated Wealth first reported a position in TransUnion in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's TransUnion position peaked at $9.46K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.