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Physician Wealth Advisors’s TransUnion TRU Stock Holding History

Physician 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
-449
Closed -$31.1K – 2455
2026
Q1 		$31.1K Sell
449
-57
-11% -$4.36K ﹤0.01% 514
2025
Q4 		$43.4K Buy
506
+70
+16% +$5.75K 0.01% 419
2025
Q3 		$36.5K Hold
436
– – 0.01% 436
2025
Q2 		$38.4K Hold
436
– – 0.01% 385
2025
Q1 		$36.2K Hold
436
– – 0.01% 381
2024
Q4 		$40.4K Buy
+436
New +$44.2K 0.01% 377

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

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

Physician Wealth Advisors sold out of TransUnion (TRU) in Q2 2026, closing a stake of 449 shares — an estimated $31.1K sold.

Physician Wealth Advisors first reported a position in TRU in Q4 2024 and held it in 6 quarters. The position peaked at $43.4K in Q4 2025. 75 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Physician Wealth Advisors reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 449 TransUnion shares in Q2 2026, an estimated $31.1K.
  • Physician Wealth Advisors first reported a position in TransUnion in Q4 2024 and held it in 6 quarters.
  • Physician Wealth Advisors's TransUnion position peaked at $43.4K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

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