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	-257	Closed	-$26.6K	–	793
2022 Q1	$26.6K	Buy	+257	New	+$26.1K	0.01%	582

Other funds holding TRU

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

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

IFP

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 564 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.
564 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.