Principia Wealth Advisory’s TransUnion TRU Stock Holding History

Principia Wealth Advisory’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	$3.25K	Buy	45 +33	+275%	+$2.31K	﹤0.01%	461
2026 Q1	$830	Sell	12 -2	-14%	-$153	﹤0.01%	749
2025 Q4	$1.2K	Buy	14 +8	+133%	+$657	﹤0.01%	615
2025 Q3	$503	Buy	6 +2	+50%	+$182	﹤0.01%	794
2025 Q2	$352	Sell	4 -1	-20%	-$83	﹤0.01%	813
2025 Q1	$405	Hold	5	–	–	﹤0.01%	628
2024 Q4	$464	Buy	+5	New	+$506	﹤0.01%	567

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

Principia Wealth Advisory's TRU Position: Q2 2026 in Review

Principia Wealth Advisory increased its TransUnion (TRU) stake by 275% in Q2 2026, buying an estimated $2.31K and bringing the position to 45 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Principia Wealth Advisory first reported a position in TRU in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Principia Wealth Advisory held 45 shares of TransUnion worth $3.25K as of Q2 2026.
Principia Wealth Advisory bought 33 TransUnion shares in Q2 2026, an estimated $2.31K.
TransUnion made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #461 holding.
Principia Wealth Advisory first reported a position in TransUnion in Q4 2024 and has held it in 7 quarters since.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.