Rothschild Investment LLC’s TransUnion TRU Stock Holding History

Rothschild Investment LLC’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	$12.6K	Sell	174 -594	-77%	-$41.6K	﹤0.01%	1759
2026 Q1	$53.1K	Buy	768 +644	+519%	+$49.3K	﹤0.01%	1093
2025 Q4	$10.6K	Buy	124 +95	+328%	+$7.81K	﹤0.01%	1545
2025 Q3	$2.43K	Sell	29 -3	-9%	-$272	﹤0.01%	2107
2025 Q2	$2.82K	Buy	32 +22	+220%	+$1.83K	﹤0.01%	1829
2025 Q1	$830	Buy	10 +7	+233%	+$639	﹤0.01%	2436
2024 Q4	$278	Sell	3 -5	-63%	-$506	﹤0.01%	2712
2024 Q3	$838	Buy	+8	New	+$721	﹤0.01%	2285

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

Rothschild Investment LLC's TRU Position: Q2 2026 in Review

Rothschild Investment LLC reduced its TransUnion (TRU) stake by 77% in Q2 2026, selling an estimated $41.6K and leaving 174 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Rothschild Investment LLC first reported a position in TRU in Q3 2024 and has held it in 8 quarters since. The position peaked at $53.1K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Rothschild Investment LLC held 174 shares of TransUnion worth $12.6K as of Q2 2026.
Rothschild Investment LLC sold 594 TransUnion shares in Q2 2026, an estimated $41.6K.
TransUnion made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1759 holding.
Rothschild Investment LLC first reported a position in TransUnion in Q3 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's TransUnion position peaked at $53.1K in Q1 2026.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.