Centerpoint Advisors’s TransUnion TRU Stock Holding History

Centerpoint Advisors’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	$19K	Sell	257 -2	-0.8%	-$140	0.01%	278
2026 Q1	$18K	Hold	259	–	–	0.01%	264
2025 Q4	$22K	Buy	259 +71	+38%	+$5.83K	0.01%	233
2025 Q3	$16K	Sell	188 -2	-1%	-$182	0.01%	294
2025 Q2	$17K	Hold	190	–	–	0.01%	280
2025 Q1	$16K	Hold	190	–	–	0.01%	276
2024 Q4	$18K	Hold	190	–	–	0.01%	289
2024 Q3	$20K	Sell	190 -41	-18%	-$3.7K	0.01%	277
2024 Q2	$17K	Buy	231 +32	+16%	+$2.39K	0.01%	291
2024 Q1	$16K	Hold	199	–	–	0.01%	297
2023 Q4	$14K	Hold	199	–	–	0.01%	306
2023 Q3	$14K	Sell	199 -1	-0.5%	-$78	0.01%	300
2023 Q2	$16K	Buy	+200	New	+$13.8K	0.01%	298

Other funds holding TRU

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centerpoint Advisors's TRU Position: Q2 2026 in Review

Centerpoint Advisors reduced its TransUnion (TRU) stake by 0.77% in Q2 2026, selling an estimated $140 and leaving 257 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #278.

Centerpoint Advisors first reported a position in TRU in Q2 2023 and has held it in 13 quarters since. The position peaked at $22K in Q4 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Centerpoint Advisors held 257 shares of TransUnion worth $19K as of Q2 2026.
Centerpoint Advisors sold 2 TransUnion shares in Q2 2026, an estimated $140.
TransUnion made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #278 holding.
Centerpoint Advisors first reported a position in TransUnion in Q2 2023 and has held it in 13 quarters since.
Centerpoint Advisors's TransUnion position peaked at $22K in Q4 2025.
521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.