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Clark Wealth Partners’s TransUnion TRU Stock Holding History

Clark Wealth 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
2025
Q3 		– Sell
-99
Closed -$8.71K – 641
2025
Q2 		$8.71K Buy
+99
New +$8.26K 0.01% 225

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Massachusetts Financial Services
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Wellington Management Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Clark Wealth Partners's TRU Position: Q3 2025 in Review

Clark Wealth Partners sold out of TransUnion (TRU) in Q3 2025, closing a stake of 99 shares — an estimated $8.71K sold.

Clark Wealth Partners first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $8.71K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Clark Wealth Partners reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 99 TransUnion shares in Q3 2025, an estimated $8.71K.
  • Clark Wealth Partners first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
  • Clark Wealth Partners's TransUnion position peaked at $8.71K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.