Toth Financial Advisory
TRU icon

Toth Financial Advisory’s TransUnion TRU Stock Holding History

Toth Financial 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
Q3 		$4.04M Sell
66,030
-989
-1% -$77.2K 0.4% 79
2026
Q2 		$4.83M Sell
67,019
-22,207
-25% -$1.56M 0.47% 72
2026
Q1 		$6.17M Sell
89,226
-10,429
-10% -$798K 0.68% 57
2025
Q4 		$8.55M Buy
99,655
+9,924
+11% +$815K 0.93% 41
2025
Q3 		$7.52M Buy
89,731
+5,508
+7% +$500K 0.81% 47
2025
Q2 		$7.41M Buy
84,223
+4,372
+5% +$365K 0.86% 41
2025
Q1 		$6.63M Buy
79,851
+3,455
+5% +$316K 0.8% 47
2024
Q4 		$7.08M Buy
76,396
+6,741
+10% +$683K 0.83% 43
2024
Q3 		$7.29M Buy
69,655
+1,675
+2% +$151K 0.86% 43
2024
Q2 		$5.04M Buy
67,980
+7,813
+13% +$583K 0.64% 55
2024
Q1 		$4.8M Buy
60,167
+11,467
+24% +$840K 0.6% 60
2023
Q4 		$3.35M Sell
48,700
-10,081
-17% -$614K 0.45% 73
2023
Q3 		$4.22M Buy
58,781
+5,309
+10% +$416K 0.64% 57
2023
Q2 		$4.19M Buy
53,472
+11,727
+28% +$811K 0.61% 62
2023
Q1 		$2.59M Buy
41,745
+6,092
+17% +$399K 0.4% 74
2022
Q4 		$2.02M Buy
35,653
+212
+0.6% +$12.4K 0.33% 84
2022
Q3 		$2.11M Buy
35,441
+12,044
+51% +$926K 0.38% 77
2022
Q2 		$1.87M Sell
23,397
-395
-2% -$34K 0.33% 80
2022
Q1 		$2.46M Sell
23,792
-118
-0.5% -$12K 0.37% 77
2021
Q4 		$2.84M Buy
23,910
+1,158
+5% +$133K 0.39% 79
2021
Q3 		$2.56M Buy
22,752
+971
+4% +$114K 0.39% 75
2021
Q2 		$2.39M Buy
21,781
+1,269
+6% +$132K 0.37% 80
2021
Q1 		$1.85M Buy
20,512
+1,806
+10% +$163K 0.29% 82
2020
Q4 		$1.86M Buy
18,706
+1,038
+6% +$95K 0.32% 80
2020
Q3 		$1.49M Sell
17,668
-692
-4% -$59.8K 0.29% 84
2020
Q2 		$1.6M Buy
18,360
+5,810
+46% +$464K 0.35% 76
2020
Q1 		$831K Sell
12,550
-5,143
-29% -$444K 0.24% 85
2019
Q4 		$1.52M Buy
17,693
+8,716
+97% +$726K 0.31% 79
2019
Q3 		$728K Buy
8,977
+1,112
+14% +$89.4K 0.16% 90
2019
Q2 		$578K Buy
+7,865
New +$538K 0.13% 98

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Toth Financial Advisory's TRU Position: Q3 2026 in Review

Toth Financial Advisory reduced its TransUnion (TRU) stake by 1.5% in Q3 2026, selling an estimated $77.2K and leaving 66,030 shares worth $4.04M. The position accounts for 0.4% of the portfolio, ranked #79.

Toth Financial Advisory first reported a position in TRU in Q2 2019 and has held it in 30 quarters since. The position peaked at $8.55M in Q4 2025. 238 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Toth Financial Advisory held 66,030 shares of TransUnion worth $4.04M as of Q3 2026.
  • Toth Financial Advisory sold 989 TransUnion shares in Q3 2026, an estimated $77.2K.
  • TransUnion made up 0.4% of Toth Financial Advisory's portfolio in Q3 2026, its #79 holding.
  • Toth Financial Advisory first reported a position in TransUnion in Q2 2019 and has held it in 30 quarters since.
  • Toth Financial Advisory's TransUnion position peaked at $8.55M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.