Sequoia Financial Advisors’s TransUnion TRU Stock Holding History

Sequoia Financial 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	$280K	Sell	3,876 -2,020	-34%	-$142K	﹤0.01%	1726
2026 Q1	$408K	Sell	5,896 -160	-3%	-$12.2K	﹤0.01%	1392
2025 Q4	$519K	Buy	6,056 +3,227	+114%	+$265K	﹤0.01%	1259
2025 Q3	$237K	Buy	2,829 +96	+4%	+$8.71K	﹤0.01%	1526
2025 Q2	$240K	Buy	+2,733	New	+$228K	﹤0.01%	1386
2024 Q4	–	Sell	-3,327	Closed	-$348K	–	1420
2024 Q3	$348K	Buy	+3,327	New	+$300K	﹤0.01%	906

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

Sequoia Financial Advisors's TRU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its TransUnion (TRU) stake by 34% in Q2 2026, selling an estimated $142K and leaving 3,876 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Sequoia Financial Advisors first reported a position in TRU in Q3 2024 and has held it in 6 quarters since. The position peaked at $519K in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Sequoia Financial Advisors held 3,876 shares of TransUnion worth $280K as of Q2 2026.
Sequoia Financial Advisors sold 2,020 TransUnion shares in Q2 2026, an estimated $142K.
TransUnion made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1726 holding.
Sequoia Financial Advisors first reported a position in TransUnion in Q3 2024 and has held it in 6 quarters since.
Sequoia Financial Advisors's TransUnion position peaked at $519K in Q4 2025.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.