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LGT Financial Advisors’s TransUnion TRU Stock Holding History

LGT Financial Advisors’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
2025
Q3 		– Sell
-3
Closed -$264 – 625
2025
Q2 		$264 Buy
+3
New +$250 ﹤0.01% 477

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Wellington Management Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LGT Financial Advisors's TRU Position: Q3 2025 in Review

LGT Financial Advisors sold out of TransUnion (TRU) in Q3 2025, closing a stake of 3 shares — an estimated $264 sold.

LGT Financial Advisors first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $264 in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • LGT Financial Advisors reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3 TransUnion shares in Q3 2025, an estimated $264.
  • LGT Financial Advisors first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's TransUnion position peaked at $264 in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.