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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
Q2 		$10.5K Buy
146
+135
+1,227% +$9.47K ﹤0.01% 613
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

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 Trust's TRU Position: Q2 2026 in Review

Clearstead Trust increased its TransUnion (TRU) stake by 1,227% in Q2 2026, buying an estimated $9.47K and bringing the position to 146 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Clearstead Trust first reported a position in TRU in Q1 2025 and has held it in 6 quarters since. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Clearstead Trust held 146 shares of TransUnion worth $10.5K as of Q2 2026.
  • Clearstead Trust bought 135 TransUnion shares in Q2 2026, an estimated $9.47K.
  • TransUnion made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #613 holding.
  • Clearstead Trust first reported a position in TransUnion in Q1 2025 and has held it in 6 quarters since.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

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