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Crewe Advisors’s TransUnion TRU Stock Holding History

Crewe Advisors’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
-37
Closed -$3.17K – 1152
2025
Q4 		$3.17K Hold
37
– – ﹤0.01% 807
2025
Q3 		$3.1K Buy
+37
New +$3.36K ﹤0.01% 787
2023
Q4 		– Sell
-2
Closed -$144 – 676
2023
Q3 		$144 Hold
2
– – ﹤0.01% 485
2023
Q2 		$157 Buy
+2
New +$138 ﹤0.01% 759
2023
Q1 		– Sell
-26
Closed -$1.48K – 1025
2022
Q4 		$1.48K Sell
26
-71
-73% -$4.16K ﹤0.01% 880
2022
Q3 		$6K Buy
97
+20
+26% +$1.54K ﹤0.01% 823
2022
Q2 		$6K Buy
+77
New +$6.63K ﹤0.01% 728

Other funds holding TRU

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crewe Advisors's TRU Position: Q1 2026 in Review

Crewe Advisors sold out of TransUnion (TRU) in Q1 2026, closing a stake of 37 shares — an estimated $3.17K sold.

Crewe Advisors first reported a position in TRU in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q3 2022. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Crewe Advisors reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 37 TransUnion shares in Q1 2026, an estimated $3.17K.
  • Crewe Advisors first reported a position in TransUnion in Q2 2022 and held it in 7 quarters.
  • Crewe Advisors's TransUnion position peaked at $6K in Q3 2022.
  • 564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.