CPIG
TRU icon

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
Q2 		$309K Sell
4,191
-1,505
-26% -$106K 0.01% 1231
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

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

Chicago Partners Investment Group's TRU Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its TransUnion (TRU) stake by 26% in Q2 2026, selling an estimated $106K and leaving 4,191 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1231.

Chicago Partners Investment Group first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $542K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Chicago Partners Investment Group held 4,191 shares of TransUnion worth $309K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,505 TransUnion shares in Q2 2026, an estimated $106K.
  • TransUnion made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1231 holding.
  • Chicago Partners Investment Group first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Chicago Partners Investment Group's TransUnion position peaked at $542K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.