AWMS
TRU icon

Advocacy Wealth Management Services’s TransUnion TRU Stock Holding History

Advocacy Wealth Management 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
Q1 		$864K Buy
12,494
+3
+0% +$230 0.04% 106
2025
Q4 		$1.07M Sell
12,491
-946
-7% -$77.7K 0.04% 97
2025
Q3 		$1.13M Buy
+13,437
New +$1.22M 0.05% 97

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's TRU Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its TransUnion (TRU) stake by 0.02% in Q1 2026, buying an estimated $230 and bringing the position to 12,494 shares worth $864K. The position accounts for 0.04% of the portfolio, ranked #106.

Advocacy Wealth Management Services first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Advocacy Wealth Management Services held 12,494 shares of TransUnion worth $864K as of Q1 2026.
  • Advocacy Wealth Management Services bought 3 TransUnion shares in Q1 2026, an estimated $230.
  • TransUnion made up 0.04% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #106 holding.
  • Advocacy Wealth Management Services first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's TransUnion position peaked at $1.13M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.