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Mount Yale Investment Advisors’s TransUnion TRU Stock Holding History

Mount Yale Investment 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
-387
Closed -$34.1K – 1526
2025
Q2 		$34.1K Buy
+387
New +$32.3K ﹤0.01% 925

Other funds holding TRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Mount Yale Investment Advisors's TRU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of TransUnion (TRU) in Q3 2025, closing a stake of 387 shares — an estimated $34.1K sold.

Mount Yale Investment Advisors first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $34.1K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 387 TransUnion shares in Q3 2025, an estimated $34.1K.
  • Mount Yale Investment Advisors first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's TransUnion position peaked at $34.1K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.