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Steward Partners Investment Advisory’s TransUnion TRU Stock Holding History

Steward Partners Investment 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 		– Sell
-47
Closed -$3.23K – 4859
2026
Q1 		$3.23K Sell
47
-8
-15% -$612 ﹤0.01% 3918
2025
Q4 		$4.69K Sell
55
-16
-23% -$1.31K ﹤0.01% 3712
2025
Q3 		$5.92K Sell
71
-67
-49% -$6.08K ﹤0.01% 3605
2025
Q2 		$12.1K Sell
138
-47
-25% -$3.92K ﹤0.01% 3126
2025
Q1 		$15.4K Buy
185
+1
+0.5% +$91 ﹤0.01% 2917
2024
Q4 		$17.1K Buy
184
+154
+513% +$15.6K ﹤0.01% 2872
2024
Q3 		$3.14K Hold
30
– – ﹤0.01% 3319
2024
Q2 		$2.23K Hold
30
– – ﹤0.01% 3263
2024
Q1 		$2.39K Hold
30
– – ﹤0.01% 3260
2023
Q4 		$2.06K Hold
30
– – ﹤0.01% 3198
2023
Q3 		$2.15K Sell
30
-250
-89% -$19.6K ﹤0.01% 3069
2023
Q2 		$21.9K Hold
280
– – ﹤0.01% 2247
2023
Q1 		$17.4K Sell
280
-75
-21% -$4.91K ﹤0.01% 2310
2022
Q4 		$20.1K Sell
355
-25
-7% -$1.47K ﹤0.01% 2230
2022
Q3 		$23K Buy
380
+2
+0.5% +$154 ﹤0.01% 2169
2022
Q2 		$30K Sell
378
-312
-45% -$26.9K ﹤0.01% 2041
2022
Q1 		$71K Buy
690
+567
+461% +$57.5K ﹤0.01% 1753
2021
Q4 		$15K Hold
123
– – ﹤0.01% 2449
2021
Q3 		$14K Hold
123
– – ﹤0.01% 2485
2021
Q2 		$14K Buy
123
+5
+4% +$521 ﹤0.01% 5620
2021
Q1 		$10.6K Buy
118
+18
+18% +$1.62K ﹤0.01% 2755
2020
Q4 		$10K Buy
+100
New +$9.15K ﹤0.01% 2327
2019
Q3 		– Sell
-49
Closed -$3K – 2771
2019
Q2 		$3K Buy
+49
New +$3.35K ﹤0.01% 2382
2018
Q4 		– Sell
-98
Closed -$7K – 2050
2018
Q3 		$7K Buy
+98
New +$7.29K ﹤0.01% 2032
2018
Q1 		– Sell
-5
Closed – – 2336
2017
Q4 		$0 Buy
+5
New +$266 ﹤0.01% 1951

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

Steward Partners Investment Advisory's TRU Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of TransUnion (TRU) in Q2 2026, closing a stake of 47 shares — an estimated $3.23K sold.

Steward Partners Investment Advisory first reported a position in TRU in Q4 2017 and held it in 25 quarters. The position peaked at $71K in Q1 2022. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 47 TransUnion shares in Q2 2026, an estimated $3.23K.
  • Steward Partners Investment Advisory first reported a position in TransUnion in Q4 2017 and held it in 25 quarters.
  • Steward Partners Investment Advisory's TransUnion position peaked at $71K in Q1 2022.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.