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Crestwood Advisors Group’s TransUnion TRU Stock Holding History

Crestwood Advisors 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 		– Sell
-2,567
Closed -$220K – 797
2025
Q4 		$220K Buy
+2,567
New +$211K ﹤0.01% 631

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

Crestwood Advisors Group's TRU Position: Q1 2026 in Review

Crestwood Advisors Group sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,567 shares — an estimated $220K sold.

Crestwood Advisors Group first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Crestwood Advisors Group reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,567 TransUnion shares in Q1 2026, an estimated $220K.
  • Crestwood Advisors Group first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's TransUnion position peaked at $220K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.