N.E.W. Advisory Services’s TransUnion TRU Stock Holding History

N.E.W. 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	$4.69K	Hold	65	–	–	﹤0.01%	748
2026 Q1	$4.5K	Hold	65	–	–	﹤0.01%	752
2025 Q4	$5.57K	Hold	65	–	–	﹤0.01%	695
2025 Q3	$5.45K	Hold	65	–	–	﹤0.01%	651
2025 Q2	$5.72K	Hold	65	–	–	﹤0.01%	635
2025 Q1	$5.39K	Buy	+65	New	+$5.94K	﹤0.01%	704

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

N.E.W. Advisory Services's TRU Position: Q2 2026 in Review

N.E.W. Advisory Services held its TransUnion (TRU) position steady in Q2 2026 at 65 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

N.E.W. Advisory Services first reported a position in TRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.72K in Q2 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

N.E.W. Advisory Services held 65 shares of TransUnion worth $4.69K as of Q2 2026.
N.E.W. Advisory Services left its TransUnion share count unchanged in Q2 2026.
TransUnion made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #748 holding.
N.E.W. Advisory Services first reported a position in TransUnion in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's TransUnion position peaked at $5.72K in Q2 2025.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.