Wealth Enhancement Advisory Services’s TransUnion TRU Stock Holding History

Wealth Enhancement Advisory Services’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	$1.16M	Sell	15,437 -15,552	-50%	-$1.09M	﹤0.01%	1970
2026 Q1	$2.15M	Buy	30,989 +13,743	+80%	+$1.05M	﹤0.01%	1357
2025 Q4	$1.43M	Buy	17,246 +8,793	+104%	+$723K	﹤0.01%	1733
2025 Q3	$645K	Buy	8,453 +1,210	+17%	+$110K	﹤0.01%	2157
2025 Q2	$664K	Buy	7,243 +95	+1%	+$7.92K	﹤0.01%	2004
2025 Q1	$593K	Sell	7,148 -8,060	-53%	-$736K	﹤0.01%	1927
2024 Q4	$1.41M	Buy	15,208 +1,742	+13%	+$176K	﹤0.01%	1362
2024 Q3	$1.41M	Buy	13,466 +7,995	+146%	+$721K	﹤0.01%	1223
2024 Q2	$406K	Sell	5,471 -197	-3%	-$14.7K	﹤0.01%	1773
2024 Q1	$452K	Sell	5,668 -763	-12%	-$55.9K	﹤0.01%	1640
2023 Q4	$442K	Sell	6,431 -417	-6%	-$25.4K	﹤0.01%	1585
2023 Q3	$492K	Buy	+6,848	New	+$537K	﹤0.01%	1433

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's TRU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its TransUnion (TRU) stake by 50% in Q2 2026, selling an estimated $1.09M and leaving 15,437 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Wealth Enhancement Advisory Services first reported a position in TRU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q1 2026. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Wealth Enhancement Advisory Services held 15,437 shares of TransUnion worth $1.16M as of Q2 2026.
Wealth Enhancement Advisory Services sold 15,552 TransUnion shares in Q2 2026, an estimated $1.09M.
TransUnion made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1970 holding.
Wealth Enhancement Advisory Services first reported a position in TransUnion in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's TransUnion position peaked at $2.15M in Q1 2026.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.