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Lloyd Advisory Services’s TransUnion TRU Stock Holding History

Lloyd 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 		– Sell
-31
Closed -$2.13K – 982
2026
Q1 		$2.13K Buy
+31
New +$2.37K ﹤0.01% 658

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BlackRock
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IFP
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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 $3.38T AUM 44.17% 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

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

Lloyd Advisory Services sold out of TransUnion (TRU) in Q2 2026, closing a stake of 31 shares — an estimated $2.13K sold.

Lloyd Advisory Services first reported a position in TRU in Q1 2026 and held it in 1 quarter. The position peaked at $2.13K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Lloyd Advisory Services reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 31 TransUnion shares in Q2 2026, an estimated $2.13K.
  • Lloyd Advisory Services first reported a position in TransUnion in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's TransUnion position peaked at $2.13K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.