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 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	$2.83M	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	$1.51M	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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Toth Financial Advisory's TRU Position: Q2 2026 in Review

Toth Financial Advisory reduced its TransUnion (TRU) stake by 25% in Q2 2026, selling an estimated $1.56M and leaving 67,019 shares worth $4.83M. The position accounts for 0.47% of the portfolio, ranked #72.

Toth Financial Advisory first reported a position in TRU in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.55M in Q4 2025. 58 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Toth Financial Advisory held 67,019 shares of TransUnion worth $4.83M as of Q2 2026.
Toth Financial Advisory sold 22,207 TransUnion shares in Q2 2026, an estimated $1.56M.
TransUnion made up 0.47% of Toth Financial Advisory's portfolio in Q2 2026, its #72 holding.
Toth Financial Advisory first reported a position in TransUnion in Q2 2019 and has held it in 29 quarters since.
Toth Financial Advisory's TransUnion position peaked at $8.55M in Q4 2025.
58 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.