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TRU icon

NewEdge Advisors’s TransUnion TRU Stock Holding History

NewEdge 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
2026
Q2 		$22.2K Sell
307
-280
-48% -$19.6K ﹤0.01% 3331
2026
Q1 		$40.6K Hold
587
– – ﹤0.01% 2990
2025
Q4 		$50.3K Sell
587
-62
-10% -$5.09K ﹤0.01% 2961
2025
Q3 		$54.4K Hold
649
– – ﹤0.01% 2801
2025
Q2 		$57.1K Hold
649
– – ﹤0.01% 2625
2025
Q1 		$53.8K Hold
649
– – ﹤0.01% 2534
2024
Q4 		$60.1K Buy
649
+272
+72% +$27.6K ﹤0.01% 2464
2024
Q3 		$39.5K Hold
377
– – ﹤0.01% 2512
2024
Q2 		$28K Sell
377
-48
-11% -$3.58K ﹤0.01% 2522
2024
Q1 		$33.9K Buy
425
+48
+13% +$3.52K ﹤0.01% 2441
2023
Q4 		$25.9K Sell
377
-83
-18% -$5.05K ﹤0.01% 2474
2023
Q3 		$33K Buy
460
+76
+20% +$5.96K ﹤0.01% 2226
2023
Q2 		$30.1K Hold
384
– – ﹤0.01% 2261
2023
Q1 		$23.8K Sell
384
-827
-68% -$54.1K ﹤0.01% 2277
2022
Q4 		$46.4K Buy
+1,211
New +$71K ﹤0.01% 1753
2022
Q1 		– Sell
-6,655
Closed -$789K – 1610
2021
Q4 		$789K Buy
+6,655
New +$763K 0.01% 853
2020
Q4 		– Sell
-4,969
Closed -$418K – 1075
2020
Q3 		$418K Buy
4,969
+183
+4% +$15.8K 0.01% 626
2020
Q2 		$417K Buy
4,786
+1,099
+30% +$87.7K 0.02% 592
2020
Q1 		$244K Buy
+3,687
New +$318K 0.01% 660
2017
Q3 		– Sell
-180
Closed -$7.87K – 1060
2017
Q2 		$7.87K Buy
+180
New +$7.46K ﹤0.01% 1041

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
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 $3.37T AUM 44.26% 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

NewEdge Advisors's TRU Position: Q2 2026 in Review

NewEdge Advisors reduced its TransUnion (TRU) stake by 48% in Q2 2026, selling an estimated $19.6K and leaving 307 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

NewEdge Advisors first reported a position in TRU in Q2 2017 and has held it in 20 quarters since. The position peaked at $789K in Q4 2021. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • NewEdge Advisors held 307 shares of TransUnion worth $22.2K as of Q2 2026.
  • NewEdge Advisors sold 280 TransUnion shares in Q2 2026, an estimated $19.6K.
  • TransUnion made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3331 holding.
  • NewEdge Advisors first reported a position in TransUnion in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's TransUnion position peaked at $789K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.