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Clearstead Trust’s TransUnion TRU Stock Holding History

Clearstead Trust’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 		$762 Sell
11
-106
-91% -$8.11K ﹤0.01% 948
2025
Q4 		$10K Buy
117
+92
+368% +$7.56K ﹤0.01% 588
2025
Q3 		$2.1K Hold
25
– – ﹤0.01% 977
2025
Q2 		$2.2K Buy
25
+13
+108% +$1.08K ﹤0.01% 922
2025
Q1 		$996 Buy
+12
New +$1.1K ﹤0.01% 828

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

Clearstead Trust's TRU Position: Q1 2026 in Review

Clearstead Trust reduced its TransUnion (TRU) stake by 91% in Q1 2026, selling an estimated $8.11K and leaving 11 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Clearstead Trust first reported a position in TRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $10K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Clearstead Trust held 11 shares of TransUnion worth $762 as of Q1 2026.
  • Clearstead Trust sold 106 TransUnion shares in Q1 2026, an estimated $8.11K.
  • TransUnion made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #948 holding.
  • Clearstead Trust first reported a position in TransUnion in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's TransUnion position peaked at $10K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.