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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
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

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

Cornerstone Planning Group's TRU Position: Q1 2026 in Review

Cornerstone Planning Group reduced its TransUnion (TRU) stake by 20% in Q1 2026, selling an estimated $5.82K and leaving 313 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Cornerstone Planning Group first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $45.7K in Q3 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Cornerstone Planning Group held 313 shares of TransUnion worth $21.3K as of Q1 2026.
  • Cornerstone Planning Group sold 76 TransUnion shares in Q1 2026, an estimated $5.82K.
  • TransUnion made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #646 holding.
  • Cornerstone Planning Group first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's TransUnion position peaked at $45.7K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.