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TRU icon

True Wealth Design’s TransUnion TRU Stock Holding History

True Wealth Design’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 		$9.45K Sell
131
-40
-23% -$2.81K ﹤0.01% 1078
2026
Q1 		$11.8K Sell
171
-196
-53% -$15K ﹤0.01% 924
2025
Q4 		$31.5K Buy
367
+245
+201% +$20.1K 0.01% 465
2025
Q3 		$10.2K Buy
122
+89
+270% +$8.08K ﹤0.01% 824
2025
Q2 		$2.9K Buy
33
+3
+10% +$250 ﹤0.01% 1019
2025
Q1 		$2.49K Sell
30
-9
-23% -$822 ﹤0.01% 931
2024
Q4 		$3.62K Sell
39
-430
-92% -$43.6K ﹤0.01% 600
2024
Q3 		$49.1K Buy
469
+459
+4,590% +$41.4K 0.02% 149
2024
Q2 		$742 Buy
10
+3
+43% +$224 ﹤0.01% 583
2024
Q1 		$559 Buy
7
+3
+75% +$220 ﹤0.01% 601
2023
Q4 		$275 Hold
4
– – ﹤0.01% 624
2023
Q3 		$288 Hold
4
– – ﹤0.01% 569
2023
Q2 		$314 Buy
4
+1
+33% +$69 ﹤0.01% 571
2023
Q1 		$187 Hold
3
– – ﹤0.01% 744
2022
Q4 		$170 Buy
+3
New +$176 ﹤0.01% 686

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

True Wealth Design's TRU Position: Q2 2026 in Review

True Wealth Design reduced its TransUnion (TRU) stake by 23% in Q2 2026, selling an estimated $2.81K and leaving 131 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

True Wealth Design first reported a position in TRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $49.1K in Q3 2024. 76 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • True Wealth Design held 131 shares of TransUnion worth $9.45K as of Q2 2026.
  • True Wealth Design sold 40 TransUnion shares in Q2 2026, an estimated $2.81K.
  • TransUnion made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1078 holding.
  • True Wealth Design first reported a position in TransUnion in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's TransUnion position peaked at $49.1K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.