Cerity Partners
TRU icon

Cerity Partners’s TransUnion TRU Stock Holding History

Cerity Partners’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 		$1.04M Sell
14,358
-60,046
-81% -$4.21M ﹤0.01% 1983
2026
Q1 		$5.15M Buy
74,404
+40,629
+120% +$3.11M 0.01% 998
2025
Q4 		$2.9M Buy
33,775
+10,596
+46% +$871K ﹤0.01% 1199
2025
Q3 		$1.94M Buy
23,179
+6,209
+37% +$564K ﹤0.01% 1303
2025
Q2 		$1.49M Sell
16,970
-228
-1% -$19K ﹤0.01% 1343
2025
Q1 		$1.43M Sell
17,198
-17,220
-50% -$1.57M ﹤0.01% 1273
2024
Q4 		$3.37M Sell
34,418
-7,190
-17% -$728K 0.01% 875
2024
Q3 		$4.36M Buy
41,608
+35,178
+547% +$3.17M 0.01% 749
2024
Q2 		$477K Sell
6,430
-9,419
-59% -$703K ﹤0.01% 1566
2024
Q1 		$1.26M Buy
+15,849
New +$1.16M ﹤0.01% 1168
2022
Q4 		– Sell
-3,520
Closed -$210K – 1527
2022
Q3 		$210K Sell
3,520
-5,294
-60% -$407K ﹤0.01% 1040
2022
Q2 		$705K Sell
8,814
-290
-3% -$25K 0.01% 641
2022
Q1 		$941K Buy
9,104
+6,002
+193% +$609K 0.01% 459
2021
Q4 		$371K Buy
3,102
+989
+47% +$113K 0.01% 705
2021
Q3 		$237K Buy
2,113
+59
+3% +$6.93K 0.01% 616
2021
Q2 		$226K Buy
+2,054
New +$214K ﹤0.01% 652
2021
Q1 		– Sell
-2,054
Closed -$204K – 741
2020
Q4 		$204K Buy
+2,054
New +$188K 0.01% 595

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

Cerity Partners's TRU Position: Q2 2026 in Review

Cerity Partners reduced its TransUnion (TRU) stake by 81% in Q2 2026, selling an estimated $4.21M and leaving 14,358 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Cerity Partners first reported a position in TRU in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.15M in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cerity Partners held 14,358 shares of TransUnion worth $1.04M as of Q2 2026.
  • Cerity Partners sold 60,046 TransUnion shares in Q2 2026, an estimated $4.21M.
  • TransUnion made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1983 holding.
  • Cerity Partners first reported a position in TransUnion in Q4 2020 and has held it in 17 quarters since.
  • Cerity Partners's TransUnion position peaked at $5.15M in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.