RAFFA WEALTH MANAGEMENT, LLC’s TransUnion TRU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.96K	Buy	41 +1	+3%	+$70	﹤0.01%	730
2026 Q1	$2.77K	Buy	40 +1	+3%	+$77	﹤0.01%	667
2025 Q4	$3.34K	Hold	39	–	–	﹤0.01%	605
2025 Q3	$3.27K	Buy	39 +22	+129%	+$2K	﹤0.01%	582
2025 Q2	$1.5K	Hold	17	–	–	﹤0.01%	761
2025 Q1	$1.41K	Hold	17	–	–	﹤0.01%	725
2024 Q4	$1.58K	Hold	17	–	–	﹤0.01%	733
2024 Q3	$1.78K	Hold	17	–	–	﹤0.01%	667
2024 Q2	$1.26K	Hold	17	–	–	﹤0.01%	835
2024 Q1	$1.36K	Hold	17	–	–	﹤0.01%	808
2023 Q4	$1.17K	Hold	17	–	–	﹤0.01%	773
2023 Q3	$1.22K	Hold	17	–	–	﹤0.01%	727
2023 Q2	$1.33K	Hold	17	–	–	﹤0.01%	719
2023 Q1	$1.06K	Hold	17	–	–	﹤0.01%	772
2022 Q4	$965	Hold	17	–	–	﹤0.01%	788
2022 Q3	$1.01K	Hold	17	–	–	﹤0.01%	802
2022 Q2	$1.36K	Hold	17	–	–	﹤0.01%	714
2022 Q1	$1.76K	Hold	17	–	–	﹤0.01%	675
2021 Q4	$2.02K	Hold	17	–	–	﹤0.01%	657
2021 Q3	$1.91K	Hold	17	–	–	﹤0.01%	625
2021 Q2	$1.87K	Hold	17	–	–	﹤0.01%	646
2021 Q1	$1.53K	Hold	17	–	–	﹤0.01%	713
2020 Q4	$1.69K	Hold	17	–	–	﹤0.01%	592
2020 Q3	$1.43K	Hold	17	–	–	﹤0.01%	571
2020 Q2	$1.48K	Hold	17	–	–	﹤0.01%	543
2020 Q1	$1.13K	Hold	17	–	–	﹤0.01%	559
2019 Q4	$1.46K	Hold	17	–	–	﹤0.01%	487
2019 Q3	$1.38K	Buy	+17	New	+$1.37K	﹤0.01%	484
2019 Q2	–	Sell	-17	Closed	-$1.14K	–	1332
2019 Q1	$1.14K	Hold	17	–	–	﹤0.01%	514
2018 Q4	$966	Hold	17	–	–	﹤0.01%	550
2018 Q3	$1.25K	Hold	17	–	–	﹤0.01%	509
2018 Q2	$1.22K	Hold	17	–	–	﹤0.01%	488
2018 Q1	$965	Buy	+17	New	+$981	﹤0.01%	581

Other funds holding TRU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TRU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its TransUnion (TRU) stake by 2.5% in Q2 2026, buying an estimated $70 and bringing the position to 41 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TRU in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.34K in Q4 2025. 120 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 41 shares of TransUnion worth $2.96K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 TransUnion share in Q2 2026, an estimated $70.
TransUnion made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #730 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in TransUnion in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's TransUnion position peaked at $3.34K in Q4 2025.
120 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.