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Koss-Olinger Consulting’s TransUnion TRU Stock Holding History

Koss-Olinger Consulting’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
-2,913
Closed -$202K – 249
2026
Q1 		$202K Sell
2,913
-133
-4% -$10.2K 0.02% 247
2025
Q4 		$261K Sell
3,046
-94
-3% -$7.72K 0.02% 243
2025
Q3 		$276K Sell
3,140
-14
-0.4% -$1.27K 0.02% 273
2025
Q2 		$278K Buy
+3,154
New +$263K 0.02% 276

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

Koss-Olinger Consulting's TRU Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of TransUnion (TRU) in Q2 2026, closing a stake of 2,913 shares — an estimated $202K sold.

Koss-Olinger Consulting first reported a position in TRU in Q2 2025 and held it in 4 quarters. The position peaked at $278K in Q2 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,913 TransUnion shares in Q2 2026, an estimated $202K.
  • Koss-Olinger Consulting first reported a position in TransUnion in Q2 2025 and held it in 4 quarters.
  • Koss-Olinger Consulting's TransUnion position peaked at $278K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.