Aaron Wealth Advisors’s TransUnion TRU Stock Holding History

Aaron Wealth Advisors’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 Q1	–	Sell	-9,070	Closed	-$778K	–	762
2025 Q4	$778K	Buy	9,070 +5,919	+188%	+$486K	0.04%	305
2025 Q3	$264K	Buy	+3,151	New	+$286K	0.02%	555
2022 Q2	–	Sell	-26,558	Closed	-$257K	–	793
2022 Q1	$257K	Buy	+26,558	New	+$2.69M	﹤0.01%	716

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aaron Wealth Advisors's TRU Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of TransUnion (TRU) in Q1 2026, closing a stake of 9,070 shares — an estimated $778K sold.

Aaron Wealth Advisors first reported a position in TRU in Q1 2022 and held it in 3 quarters. The position peaked at $778K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Aaron Wealth Advisors reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 9,070 TransUnion shares in Q1 2026, an estimated $778K.
Aaron Wealth Advisors first reported a position in TransUnion in Q1 2022 and held it in 3 quarters.
Aaron Wealth Advisors's TransUnion position peaked at $778K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.