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 Q1	$17.3K	Buy	+250	New	+$19.1K	﹤0.01%	805

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassaday & Co Wealth Management's TRU Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in TransUnion (TRU) in Q1 2026: 250 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

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

Cassaday & Co Wealth Management held 250 shares of TransUnion worth $17.3K as of Q1 2026.
TransUnion was a new Cassaday & Co Wealth Management position in Q1 2026.
TransUnion made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #805 holding.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.