Commonwealth Equity Services
TRU icon

Commonwealth Equity Services’s TransUnion TRU Stock Holding History

Commonwealth Equity Services’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 		$6.76M Sell
97,712
-5,478
-5% -$419K 0.01% 1140
2025
Q4 		$8.85M Sell
103,190
-2,289
-2% -$188K 0.01% 955
2025
Q3 		$8.84M Sell
105,479
-462
-0.4% -$41.9K 0.01% 990
2025
Q2 		$9.32M Buy
105,941
+1,905
+2% +$159K 0.01% 956
2025
Q1 		$8.63M Sell
104,036
-2,178
-2% -$199K 0.01% 947
2024
Q4 		$9.85M Sell
106,214
-3,179
-3% -$322K 0.01% 842
2024
Q3 		$11.5M Sell
109,393
-35,450
-24% -$3.2M 0.02% 760
2024
Q2 		$10.7M Sell
144,843
-8,707
-6% -$650K 0.02% 778
2024
Q1 		$12.3M Sell
153,550
-5,604
-4% -$411K 0.02% 691
2023
Q4 		$10.9M Buy
159,154
+48,114
+43% +$2.93M 0.02% 697
2023
Q3 		$7.97M Buy
111,040
+11,607
+12% +$910K 0.02% 781
2023
Q2 		$7.79M Buy
99,433
+3,385
+4% +$234K 0.02% 810
2023
Q1 		$5.97K Buy
96,048
+2,921
+3% +$191K 0.01% 925
2022
Q4 		$5.28M Buy
93,127
+1,190
+1% +$69.7K 0.01% 939
2022
Q3 		$5.47M Buy
91,937
+30,893
+51% +$2.38M 0.01% 852
2022
Q2 		$4.88M Sell
61,044
-1,599
-3% -$138K 0.01% 914
2022
Q1 		$6.47M Buy
62,643
+13,831
+28% +$1.4M 0.01% 819
2021
Q4 		$5.79M Buy
+48,812
New +$5.59M 0.01% 857

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

Commonwealth Equity Services's TRU Position: Q1 2026 in Review

Commonwealth Equity Services reduced its TransUnion (TRU) stake by 5.3% in Q1 2026, selling an estimated $419K and leaving 97,712 shares worth $6.76M. The position accounts for 0.01% of the portfolio, ranked #1140.

Commonwealth Equity Services first reported a position in TRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.3M in Q1 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Commonwealth Equity Services held 97,712 shares of TransUnion worth $6.76M as of Q1 2026.
  • Commonwealth Equity Services sold 5,478 TransUnion shares in Q1 2026, an estimated $419K.
  • TransUnion made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1140 holding.
  • Commonwealth Equity Services first reported a position in TransUnion in Q4 2021 and has held it in 18 quarters since.
  • Commonwealth Equity Services's TransUnion position peaked at $12.3M in Q1 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.