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Clearstead Advisors’s TransUnion TRU Stock Holding History

Clearstead 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
Q2 		$5.2K Sell
72
-140
-66% -$9.82K ﹤0.01% 2183
2026
Q1 		$14.7K Sell
212
-803
-79% -$61.5K ﹤0.01% 1516
2025
Q4 		$87K Buy
1,015
+514
+103% +$42.2K ﹤0.01% 1167
2025
Q3 		$42K Buy
501
+328
+190% +$29.8K ﹤0.01% 1333
2025
Q2 		$15.2K Buy
173
+13
+8% +$1.08K ﹤0.01% 1738
2025
Q1 		$13.3K Buy
160
+8
+5% +$731 ﹤0.01% 1537
2024
Q4 		$14.1K Sell
152
-657
-81% -$66.5K ﹤0.01% 1489
2024
Q3 		$84.7K Buy
+809
New +$72.9K ﹤0.01% 1066
2024
Q1 		– Sell
-485
Closed -$33.3K – 1629
2023
Q4 		$33.3K Sell
485
-310
-39% -$18.9K ﹤0.01% 842
2023
Q3 		$57.1K Sell
795
-410
-34% -$32.1K ﹤0.01% 673
2023
Q2 		$94.4K Buy
1,205
+435
+56% +$30.1K 0.01% 588
2023
Q1 		$47.8K Buy
770
+654
+564% +$42.8K ﹤0.01% 671
2022
Q4 		$6.58K Hold
116
– – ﹤0.01% 955
2022
Q3 		$7K Hold
116
– – ﹤0.01% 942
2022
Q2 		$9K Buy
116
+80
+222% +$6.89K ﹤0.01% 937
2022
Q1 		$4K Hold
36
– – ﹤0.01% 1123
2021
Q4 		$4K Hold
36
– – ﹤0.01% 1038
2021
Q3 		$4K Hold
36
– – ﹤0.01% 1060
2021
Q2 		$4K Buy
+36
New +$3.75K ﹤0.01% 937

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 $3.37T AUM 44.26% 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

Clearstead Advisors's TRU Position: Q2 2026 in Review

Clearstead Advisors reduced its TransUnion (TRU) stake by 66% in Q2 2026, selling an estimated $9.82K and leaving 72 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Clearstead Advisors first reported a position in TRU in Q2 2021 and has held it in 19 quarters since. The position peaked at $94.4K in Q2 2023. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Clearstead Advisors held 72 shares of TransUnion worth $5.2K as of Q2 2026.
  • Clearstead Advisors sold 140 TransUnion shares in Q2 2026, an estimated $9.82K.
  • TransUnion made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2183 holding.
  • Clearstead Advisors first reported a position in TransUnion in Q2 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's TransUnion position peaked at $94.4K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.