Creative Planning
TRU icon

Creative Planning’s TransUnion TRU Stock Holding History

Creative Planning’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 		$2.44M Buy
35,263
+6,094
+21% +$466K ﹤0.01% 1746
2025
Q4 		$2.5M Buy
29,169
+11,623
+66% +$955K ﹤0.01% 1539
2025
Q3 		$1.47M Buy
17,546
+1,174
+7% +$107K ﹤0.01% 1779
2025
Q2 		$1.44M Sell
16,372
-293
-2% -$24.4K ﹤0.01% 1567
2025
Q1 		$1.38M Buy
16,665
+6,281
+60% +$574K ﹤0.01% 1460
2024
Q4 		$963K Sell
10,384
-894
-8% -$90.6K ﹤0.01% 1671
2024
Q3 		$1.18M Buy
11,278
+3,436
+44% +$310K ﹤0.01% 1400
2024
Q2 		$582K Buy
7,842
+975
+14% +$72.7K ﹤0.01% 1828
2024
Q1 		$548K Buy
6,867
+2,813
+69% +$206K ﹤0.01% 1796
2023
Q4 		$279K Sell
4,054
-20,114
-83% -$1.22M ﹤0.01% 2145
2023
Q3 		$1.74M Buy
24,168
+18,678
+340% +$1.46M ﹤0.01% 919
2023
Q2 		$430K Buy
5,490
+1,659
+43% +$115K ﹤0.01% 1656
2023
Q1 		$238K Buy
+3,831
New +$251K ﹤0.01% 1993
2022
Q1 		– Sell
-1,702
Closed -$202K – 2442
2021
Q4 		$202K Buy
+1,702
New +$195K ﹤0.01% 1865
2017
Q3 		– Sell
-2,229
Closed -$97K – 3572
2017
Q2 		$97K Buy
2,229
+1,829
+457% +$75.8K ﹤0.01% 2020
2017
Q1 		$15K Sell
400
-145
-27% -$5.1K ﹤0.01% 3346
2016
Q4 		$17K Sell
545
-15
-3% -$472 ﹤0.01% 3184
2016
Q3 		$19K Buy
560
+60
+12% +$2.01K ﹤0.01% 3101
2016
Q2 		$17K Sell
500
-300
-38% -$9.21K ﹤0.01% 2920
2016
Q1 		$22K Hold
800
– – ﹤0.01% 2700
2015
Q4 		$22K Sell
800
-200
-20% -$5.14K ﹤0.01% 2781
2015
Q3 		$25K Buy
+1,000
New +$25.3K ﹤0.01% 2565

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

Creative Planning's TRU Position: Q1 2026 in Review

Creative Planning increased its TransUnion (TRU) stake by 21% in Q1 2026, buying an estimated $466K and bringing the position to 35,263 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Creative Planning first reported a position in TRU in Q3 2015 and has held it in 22 quarters since. The position peaked at $2.5M in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Creative Planning held 35,263 shares of TransUnion worth $2.44M as of Q1 2026.
  • Creative Planning bought 6,094 TransUnion shares in Q1 2026, an estimated $466K.
  • TransUnion made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1746 holding.
  • Creative Planning first reported a position in TransUnion in Q3 2015 and has held it in 22 quarters since.
  • Creative Planning's TransUnion position peaked at $2.5M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.