EF
TRU icon

Empowered Funds’s TransUnion TRU Stock Holding History

Empowered Funds’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 		$327K Buy
4,721
+103
+2% +$7.88K ﹤0.01% 1787
2025
Q4 		$396K Sell
4,618
-6,556
-59% -$539K 0.01% 796
2025
Q3 		$936K Buy
11,174
+924
+9% +$83.9K 0.01% 1203
2025
Q2 		$902K Buy
10,250
+6,517
+175% +$544K 0.01% 1110
2025
Q1 		$310K Sell
3,733
-751
-17% -$68.6K ﹤0.01% 1397
2024
Q4 		$416K Buy
4,484
+190
+4% +$19.2K 0.01% 1249
2024
Q3 		$450K Sell
4,294
-50
-1% -$4.51K 0.01% 1120
2024
Q2 		$322K Buy
4,344
+493
+13% +$36.8K 0.01% 1183
2024
Q1 		$307K Buy
3,851
+572
+17% +$41.9K 0.01% 1205
2023
Q4 		$225K Buy
3,279
+485
+17% +$29.5K 0.01% 1185
2023
Q3 		$201K Buy
+2,794
New +$219K 0.01% 1151
2018
Q1 		– Sell
-17,541
Closed -$964K – 119
2017
Q4 		$964K Buy
+17,541
New +$934K 0.48% 61

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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