Legacy Wealth Asset Management’s TransUnion TRU Stock Holding History

Legacy Wealth Asset 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	$639K	Buy	8,860 +12	+0.1%	+$841	0.14%	224
2026 Q1	$612K	Buy	8,848 +96	+1%	+$7.35K	0.15%	229
2025 Q4	$750K	Buy	8,752 +1,024	+13%	+$84.1K	0.18%	169
2025 Q3	$647K	Buy	7,728 +129	+2%	+$11.7K	0.16%	210
2025 Q2	$669K	Sell	7,599 -100	-1%	-$8.34K	0.17%	185
2025 Q1	$639K	Sell	7,699 -87	-1%	-$7.95K	0.18%	188
2024 Q4	$722K	Sell	7,786 -111	-1%	-$11.2K	0.2%	153
2024 Q3	$827K	Sell	7,897 -4	-0.1%	-$361	0.22%	122
2024 Q2	$586K	Buy	7,901 +452	+6%	+$33.7K	0.17%	198
2024 Q1	$594K	Buy	7,449 +25	+0.3%	+$1.83K	0.17%	195
2023 Q4	$510K	Sell	7,424 -14	-0.2%	-$853	0.17%	221
2023 Q3	$534K	Buy	7,438 +6	+0.1%	+$470	0.2%	181
2023 Q2	$582K	Buy	7,432 +213	+3%	+$14.7K	0.2%	168
2023 Q1	$449K	Buy	+7,219	New	+$472K	0.16%	222

Other funds holding TRU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Legacy Wealth Asset Management's TRU Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its TransUnion (TRU) stake by 0.14% in Q2 2026, buying an estimated $841 and bringing the position to 8,860 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #224.

Legacy Wealth Asset Management first reported a position in TRU in Q1 2023 and has held it in 14 quarters since. The position peaked at $827K in Q3 2024. 58 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Legacy Wealth Asset Management held 8,860 shares of TransUnion worth $639K as of Q2 2026.
Legacy Wealth Asset Management bought 12 TransUnion shares in Q2 2026, an estimated $841.
TransUnion made up 0.14% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #224 holding.
Legacy Wealth Asset Management first reported a position in TransUnion in Q1 2023 and has held it in 14 quarters since.
Legacy Wealth Asset Management's TransUnion position peaked at $827K in Q3 2024.
58 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.