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 Q3	$7.46K	Sell	122 -9	-7%	-$702	﹤0.01%	1185
2026 Q2	$9.45K	Sell	131 -40	-23%	-$2.8K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

True Wealth Design's TRU Position: Q3 2026 in Review

True Wealth Design reduced its TransUnion (TRU) stake by 6.9% in Q3 2026, selling an estimated $702 and leaving 122 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

True Wealth Design first reported a position in TRU in Q4 2022 and has held it in 16 quarters since. The position peaked at $49.1K in Q3 2024. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

True Wealth Design held 122 shares of TransUnion worth $7.46K as of Q3 2026.
True Wealth Design sold 9 TransUnion shares in Q3 2026, an estimated $702.
TransUnion made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1185 holding.
True Wealth Design first reported a position in TransUnion in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's TransUnion position peaked at $49.1K in Q3 2024.
297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.