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Opal Wealth Advisors’s TransUnion TRU Stock Holding History

Opal 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 		– Sell
-391
Closed -$27.1K – 551
2026
Q1 		$27.1K Buy
+391
New +$29.9K 0.01% 535
2025
Q3 		– Sell
-302
Closed -$26.6K – 511
2025
Q2 		$26.6K Sell
302
-1,233
-80% -$103K 0.01% 500
2025
Q1 		$127K Buy
+1,535
New +$140K 0.04% 236
2024
Q3 		– Sell
-1,464
Closed -$109K – 1091
2024
Q2 		$109K Buy
1,464
+123
+9% +$9.18K 0.03% 255
2024
Q1 		$107K Buy
+1,341
New +$98.3K 0.04% 188

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

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

Opal Wealth Advisors sold out of TransUnion (TRU) in Q2 2026, closing a stake of 391 shares — an estimated $27.1K sold.

Opal Wealth Advisors first reported a position in TRU in Q1 2024 and held it in 5 quarters. The position peaked at $127K in Q1 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Opal Wealth Advisors reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 391 TransUnion shares in Q2 2026, an estimated $27.1K.
  • Opal Wealth Advisors first reported a position in TransUnion in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's TransUnion position peaked at $127K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.