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Bogart Wealth LLC’s TransUnion TRU Stock Holding History

Bogart Wealth LLC’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 		$1.11K Buy
+16
New +$1.23K ﹤0.01% 1422

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

Bogart Wealth LLC's TRU Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in TransUnion (TRU) in Q1 2026: 16 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings.

559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Bogart Wealth LLC held 16 shares of TransUnion worth $1.11K as of Q1 2026.
  • TransUnion was a new Bogart Wealth LLC position in Q1 2026.
  • TransUnion made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1422 holding.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.