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Cassaday & Co Wealth Management’s TransUnion TRU Stock Holding History

Cassaday & Co 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
Q2 		$18K Hold
250
– – ﹤0.01% 790
2026
Q1 		$17.3K Buy
+250
New +$19.1K ﹤0.01% 805

Other funds holding TRU

Dodge & Cox
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cassaday & Co Wealth Management's TRU Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its TransUnion (TRU) position steady in Q2 2026 at 250 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Cassaday & Co Wealth Management first reported a position in TRU in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cassaday & Co Wealth Management held 250 shares of TransUnion worth $18K as of Q2 2026.
  • Cassaday & Co Wealth Management left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #790 holding.
  • Cassaday & Co Wealth Management first reported a position in TransUnion in Q1 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.