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CBIZ Investment Advisory Services’s TransUnion TRU Stock Holding History

CBIZ Investment Advisory Services’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 		$3.67K Hold
53
– – ﹤0.01% 263
2026
Q1 		$3.67K Hold
53
– – ﹤0.01% 263
2025
Q4 		$4.54K Sell
53
-18
-25% -$1.48K ﹤0.01% 519
2025
Q3 		$5.95K Buy
71
+57
+407% +$5.17K ﹤0.01% 424
2025
Q2 		$1.23K Buy
14
+9
+180% +$751 ﹤0.01% 577
2025
Q1 		$415 Buy
+5
New +$457 ﹤0.01% 584

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's TRU Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its TransUnion (TRU) position steady in Q2 2026 at 53 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

CBIZ Investment Advisory Services first reported a position in TRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.95K in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • CBIZ Investment Advisory Services held 53 shares of TransUnion worth $3.67K as of Q2 2026.
  • CBIZ Investment Advisory Services left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #263 holding.
  • CBIZ Investment Advisory Services first reported a position in TransUnion in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's TransUnion position peaked at $5.95K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.