One Wealth Advisors’s TransUnion TRU Stock Holding History

One Wealth 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	$209K	Sell	2,900 -6	-0.2%	-$421	0.02%	313
2026 Q1	$201K	Buy	2,906 +192	+7%	+$14.7K	0.03%	294
2025 Q4	$233K	Buy	2,714 +92	+4%	+$7.56K	0.03%	270
2025 Q3	$220K	Buy	2,622 +179	+7%	+$16.3K	0.03%	291
2025 Q2	$215K	Hold	2,443	–	–	0.03%	271
2025 Q1	$203K	Hold	2,443	–	–	0.03%	276
2024 Q4	$226K	Hold	2,443	–	–	0.03%	222
2024 Q3	$256K	Sell	2,443 -37	-1%	-$3.34K	0.04%	220
2024 Q2	$210K	Buy	+2,480	New	+$185K	0.04%	222
2019 Q2	–	Sell	-321	Closed	-$21K	–	445
2019 Q1	$21K	Buy	+321	New	+$19.9K	0.02%	264
2018 Q4	–	Sell	-672	Closed	-$49K	–	436
2018 Q3	$49K	Hold	672	–	–	0.04%	272
2018 Q2	$48K	Sell	672 -16	-2%	-$1.07K	0.04%	267
2018 Q1	$39K	Sell	688 -47	-6%	-$2.71K	0.03%	265
2017 Q4	$40K	Buy	+735	New	+$39.1K	0.03%	290

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 $3.38T AUM 44.17% 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

One Wealth Advisors's TRU Position: Q2 2026 in Review

One Wealth Advisors reduced its TransUnion (TRU) stake by 0.21% in Q2 2026, selling an estimated $421 and leaving 2,900 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #313.

One Wealth Advisors first reported a position in TRU in Q4 2017 and has held it in 14 quarters since. The position peaked at $256K in Q3 2024. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

One Wealth Advisors held 2,900 shares of TransUnion worth $209K as of Q2 2026.
One Wealth Advisors sold 6 TransUnion shares in Q2 2026, an estimated $421.
TransUnion made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #313 holding.
One Wealth Advisors first reported a position in TransUnion in Q4 2017 and has held it in 14 quarters since.
One Wealth Advisors's TransUnion position peaked at $256K in Q3 2024.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.