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 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

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

Centerpoint Advisors's TRU Position: Q1 2026 in Review

Centerpoint Advisors held its TransUnion (TRU) position steady in Q1 2026 at 259 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #264.

Centerpoint Advisors first reported a position in TRU in Q2 2023 and has held it in 12 quarters since. The position peaked at $22K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Centerpoint Advisors held 259 shares of TransUnion worth $18K as of Q1 2026.
Centerpoint Advisors left its TransUnion share count unchanged in Q1 2026.
TransUnion made up 0.01% of Centerpoint Advisors's portfolio in Q1 2026, its #264 holding.
Centerpoint Advisors first reported a position in TransUnion in Q2 2023 and has held it in 12 quarters since.
Centerpoint Advisors's TransUnion position peaked at $22K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.