CPG
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Cornerstone Planning Group’s TransUnion TRU Stock Holding History

Cornerstone Planning Group’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 		$18.9K Sell
251
-62
-20% -$4.35K ﹤0.01% 689
2026
Q1 		$21.3K Sell
313
-76
-20% -$5.82K ﹤0.01% 646
2025
Q4 		$31.6K Buy
389
+220
+130% +$18.1K ﹤0.01% 458
2025
Q3 		$45.7K Sell
169
-81
-32% -$7.35K 0.01% 367
2025
Q2 		$22.8K Sell
250
-40
-14% -$3.34K ﹤0.01% 391
2025
Q1 		$22.4K Buy
290
+96
+49% +$8.77K 0.01% 390
2024
Q4 		$19K Buy
194
+62
+47% +$6.28K ﹤0.01% 316
2024
Q3 		$13.5K Buy
+132
New +$11.9K ﹤0.01% 366

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

Cornerstone Planning Group's TRU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its TransUnion (TRU) stake by 20% in Q2 2026, selling an estimated $4.35K and leaving 251 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Cornerstone Planning Group first reported a position in TRU in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.7K in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cornerstone Planning Group held 251 shares of TransUnion worth $18.9K as of Q2 2026.
  • Cornerstone Planning Group sold 62 TransUnion shares in Q2 2026, an estimated $4.35K.
  • TransUnion made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #689 holding.
  • Cornerstone Planning Group first reported a position in TransUnion in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's TransUnion position peaked at $45.7K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.