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
Q1 		$8.95M Buy
129,757
+77,527
+148% +$5.93M 0.01% 658
2025
Q4 		$3.3M Buy
52,230
+46,941
+888% +$3.86M ﹤0.01% 1257
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

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

Corient Private Wealth's TRU Position: Q1 2026 in Review

Corient Private Wealth increased its TransUnion (TRU) stake by 148% in Q1 2026, buying an estimated $5.93M and bringing the position to 129,757 shares worth $8.95M. The position accounts for 0.01% of the portfolio, ranked #658.

Corient Private Wealth first reported a position in TRU in Q4 2022 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Corient Private Wealth held 129,757 shares of TransUnion worth $8.95M as of Q1 2026.
  • Corient Private Wealth bought 77,527 TransUnion shares in Q1 2026, an estimated $5.93M.
  • TransUnion made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #658 holding.
  • Corient Private Wealth first reported a position in TransUnion in Q4 2022 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.