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Unique Wealth Strategies’s TransUnion TRU Stock Holding History

Unique Wealth Strategies’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
-6,933
Closed -$480K – 270
2026
Q1 		$480K Sell
6,933
-2,225
-24% -$170K 0.19% 160
2025
Q4 		$785K Buy
+9,158
New +$753K 0.31% 75
2024
Q3 		– Sell
-217
Closed -$17.3K – 630
2024
Q2 		$17.3K Buy
+217
New +$16.2K 0.01% 276
2024
Q1 		– Sell
-11,324
Closed -$778K – 213
2023
Q4 		$778K Buy
+11,324
New +$690K 0.52% 63

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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Unique Wealth Strategies's TRU Position: Q2 2026 in Review

Unique Wealth Strategies sold out of TransUnion (TRU) in Q2 2026, closing a stake of 6,933 shares — an estimated $480K sold.

Unique Wealth Strategies first reported a position in TRU in Q4 2023 and held it in 4 quarters. The position peaked at $785K in Q4 2025. 69 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Unique Wealth Strategies reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,933 TransUnion shares in Q2 2026, an estimated $480K.
  • Unique Wealth Strategies first reported a position in TransUnion in Q4 2023 and held it in 4 quarters.
  • Unique Wealth Strategies's TransUnion position peaked at $785K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.