AWM
TRU icon

AE Wealth Management’s TransUnion TRU Stock Holding History

AE Wealth Management’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 		$2.6M Buy
37,571
+35,050
+1,390% +$2.68M 0.01% 571
2025
Q4 		$216K Buy
+2,521
New +$207K ﹤0.01% 1485
2022
Q3 		– Sell
-29,303
Closed -$2.34M – 1878
2022
Q2 		$2.34M Buy
29,303
+846
+3% +$72.8K 0.02% 618
2022
Q1 		$2.94M Buy
28,457
+214
+0.8% +$21.7K 0.02% 593
2021
Q4 		$3.35M Buy
28,243
+3,892
+16% +$446K 0.02% 537
2021
Q3 		$2.73M Buy
24,351
+1,333
+6% +$157K 0.02% 540
2021
Q2 		$2.53M Buy
23,018
+2,205
+11% +$230K 0.02% 564
2021
Q1 		$1.87M Buy
+20,813
New +$1.88M 0.02% 585
2020
Q3 		– Sell
-8,887
Closed -$774K – 1380
2020
Q2 		$774K Buy
+8,887
New +$709K 0.01% 706

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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