Action Point Financial Planning’s TransUnion TRU Stock Holding History

Action Point Financial Planning’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	$6.06K	Buy	+86	New	+$6.03K	﹤0.01%	1719

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

Action Point Financial Planning's TRU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in TransUnion (TRU) in Q2 2026: 86 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings.

518 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Action Point Financial Planning held 86 shares of TransUnion worth $6.06K as of Q2 2026.
TransUnion was a new Action Point Financial Planning position in Q2 2026.
TransUnion made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1719 holding.
518 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.