Carson Wealth (CWM LLC)
TRU icon

Carson Wealth (CWM LLC)’s TransUnion TRU Stock Holding History

Carson Wealth (CWM 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 		$1.92M Buy
27,751
+21,302
+330% +$1.63M 0.01% 1216
2025
Q4 		$553K Buy
6,449
+2,897
+82% +$238K ﹤0.01% 1858
2025
Q3 		$298K Buy
3,552
+483
+16% +$43.8K ﹤0.01% 2144
2025
Q2 		$270K Sell
3,069
-2,789
-48% -$233K ﹤0.01% 1941
2025
Q1 		$486K Sell
5,858
-5,891
-50% -$538K ﹤0.01% 1453
2024
Q4 		$1.09M Sell
11,749
-2,134
-15% -$216K ﹤0.01% 1034
2024
Q3 		$1.45M Buy
13,883
+11,541
+493% +$1.04M 0.01% 839
2024
Q2 		$174K Buy
2,342
+667
+40% +$49.8K ﹤0.01% 1657
2024
Q1 		$134K Buy
1,675
+131
+8% +$9.6K ﹤0.01% 1712
2023
Q4 		$106K Buy
1,544
+400
+35% +$24.4K ﹤0.01% 1728
2023
Q3 		$82K Buy
1,144
+65
+6% +$5.1K ﹤0.01% 1754
2023
Q2 		$85K Buy
1,079
+237
+28% +$16.4K ﹤0.01% 1654
2023
Q1 		$52K Sell
842
-75
-8% -$4.91K ﹤0.01% 1853
2022
Q4 		$52K Sell
917
-219
-19% -$12.8K ﹤0.01% 1711
2022
Q3 		$68K Buy
1,136
+626
+123% +$48.1K ﹤0.01% 1513
2022
Q2 		$41K Sell
510
-263
-34% -$22.6K ﹤0.01% 1714
2022
Q1 		$80K Buy
773
+229
+42% +$23.2K ﹤0.01% 1417
2021
Q4 		$65K Buy
+544
New +$62.3K ﹤0.01% 1473
2021
Q2 		$59K Hold
541
– – ﹤0.01% 1328
2021
Q1 		$59K Hold
541
– – ﹤0.01% 1328
2020
Q4 		$59K Hold
541
– – ﹤0.01% 1328
2020
Q3 		$59K Hold
541
– – ﹤0.01% 1328
2020
Q2 		$59K Hold
541
– – ﹤0.01% 1328
2020
Q1 		$59K Hold
541
– – ﹤0.01% 1328
2019
Q4 		$59K Hold
541
– – ﹤0.01% 1328
2019
Q3 		$59K Hold
541
– – ﹤0.01% 1328
2019
Q2 		$59K Hold
541
– – ﹤0.01% 1328
2019
Q1 		$59K Sell
541
-112,232
-100% -$6.95M ﹤0.01% 1328
2018
Q4 		$6.41M Sell
112,773
-32,112
-22% -$2.05M 0.16% 131
2018
Q3 		$10.7M Buy
+144,885
New +$10.8M 0.27% 98
2017
Q3 		– Sell
-31
Closed -$1K – 1564
2017
Q2 		$1K Buy
+31
New +$1.28K ﹤0.01% 1143

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

Carson Wealth (CWM LLC)'s TRU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TransUnion (TRU) stake by 330% in Q1 2026, buying an estimated $1.63M and bringing the position to 27,751 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1216.

Carson Wealth (CWM LLC) first reported a position in TRU in Q2 2017 and has held it in 31 quarters since. The position peaked at $10.7M in Q3 2018. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,751 shares of TransUnion worth $1.92M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,302 TransUnion shares in Q1 2026, an estimated $1.63M.
  • TransUnion made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1216 holding.
  • Carson Wealth (CWM LLC) first reported a position in TransUnion in Q2 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s TransUnion position peaked at $10.7M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.