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Chicago Partners Investment Group’s TransUnion TRU Stock Holding History

Chicago Partners Investment Group’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 		$421K Sell
5,696
-763
-12% -$58.4K 0.01% 975
2025
Q4 		$542K Buy
6,459
+2,110
+49% +$173K 0.01% 718
2025
Q3 		$361K Buy
+4,349
New +$395K 0.01% 855

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Chicago Partners Investment Group's TRU Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its TransUnion (TRU) stake by 12% in Q1 2026, selling an estimated $58.4K and leaving 5,696 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #975.

Chicago Partners Investment Group first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Chicago Partners Investment Group held 5,696 shares of TransUnion worth $421K as of Q1 2026.
  • Chicago Partners Investment Group sold 763 TransUnion shares in Q1 2026, an estimated $58.4K.
  • TransUnion made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #975 holding.
  • Chicago Partners Investment Group first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's TransUnion position peaked at $542K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.