Corient Private Wealth
TRU icon

Corient Private Wealth’s TransUnion TRU Stock Holding History

Corient Private Wealth’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 		$7.45M Sell
103,242
-26,515
-20% -$1.86M 0.01% 741
2026
Q1 		$8.95M Buy
129,757
+110,454
+572% +$8.45M 0.01% 658
2025
Q4 		$1.66M Buy
19,303
+14,014
+265% +$1.15M ﹤0.01% 1246
2025
Q3 		$443K Buy
5,289
+681
+15% +$61.8K ﹤0.01% 1868
2025
Q2 		$406K Buy
4,608
+227
+5% +$18.9K ﹤0.01% 1815
2025
Q1 		$364K Buy
4,381
+322
+8% +$29.4K ﹤0.01% 1756
2024
Q4 		$376K Sell
4,059
-505
-11% -$51.2K ﹤0.01% 1777
2024
Q3 		$478K Buy
+4,564
New +$411K ﹤0.01% 1756
2024
Q2 		– Sell
-4,391
Closed -$350K – 2392
2024
Q1 		$350K Buy
+4,391
New +$322K ﹤0.01% 1812
2023
Q4 		– Sell
-57,457
Closed -$4.12M – 2351
2023
Q3 		$4.12M Sell
57,457
-6,542
-10% -$513K 0.01% 681
2023
Q2 		$5.01M Sell
63,999
-1,644
-3% -$114K 0.01% 635
2023
Q1 		$4.08M Sell
65,643
-30,465
-32% -$1.99M 0.01% 647
2022
Q4 		$5.48M Buy
+96,108
New +$5.63M 0.02% 472

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

Corient Private Wealth's TRU Position: Q2 2026 in Review

Corient Private Wealth reduced its TransUnion (TRU) stake by 20% in Q2 2026, selling an estimated $1.86M and leaving 103,242 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #741.

Corient Private Wealth first reported a position in TRU in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.95M in Q1 2026. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Corient Private Wealth held 103,242 shares of TransUnion worth $7.45M as of Q2 2026.
  • Corient Private Wealth sold 26,515 TransUnion shares in Q2 2026, an estimated $1.86M.
  • TransUnion made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #741 holding.
  • Corient Private Wealth first reported a position in TransUnion in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's TransUnion position peaked at $8.95M in Q1 2026.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.