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IMA Advisory Services’s TransUnion TRU Stock Holding History

IMA Advisory Services’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 		$9.96K Buy
+138
New +$9.68K ﹤0.01% 748

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

IMA Advisory Services's TRU Position: Q2 2026 in Review

IMA Advisory Services opened a new position in TransUnion (TRU) in Q2 2026: 138 shares worth $9.96K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings.

520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • IMA Advisory Services held 138 shares of TransUnion worth $9.96K as of Q2 2026.
  • TransUnion was a new IMA Advisory Services position in Q2 2026.
  • TransUnion made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #748 holding.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.