EWA
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EverSource Wealth Advisors’s TransUnion TRU Stock Holding History

EverSource Wealth 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 		$115K Buy
1,657
+395
+31% +$30.2K ﹤0.01% 1350
2025
Q4 		$108K Buy
1,262
+390
+45% +$32K ﹤0.01% 1272
2025
Q3 		$73.1K Buy
872
+344
+65% +$31.2K ﹤0.01% 1438
2025
Q2 		$46.5K Buy
528
+197
+60% +$16.4K ﹤0.01% 1671
2025
Q1 		$27.5K Buy
331
+212
+178% +$19.4K ﹤0.01% 1521
2024
Q4 		$11K Buy
119
+46
+63% +$4.66K ﹤0.01% 1937
2024
Q3 		$7.64K Buy
73
+29
+66% +$2.61K ﹤0.01% 2014
2024
Q2 		$3.97K Sell
44
-1
-2% -$75 ﹤0.01% 2301
2024
Q1 		$3.29K Buy
45
+43
+2,150% +$3.15K ﹤0.01% 2216
2023
Q4 		$137 Sell
2
-562
-100% -$34.2K ﹤0.01% 2590
2023
Q3 		$40.5K Hold
564
– – ﹤0.01% 896
2023
Q2 		$44.2K Sell
564
-101
-15% -$6.99K ﹤0.01% 883
2023
Q1 		$41.3K Buy
665
+8
+1% +$524 0.01% 855
2022
Q4 		$37.3K Buy
+657
New +$38.5K 0.01% 869
2022
Q3 		– Sell
-22
Closed -$2K – 2140
2022
Q2 		$2K Buy
+22
New +$1.89K ﹤0.01% 1578
2022
Q1 		– Sell
-33
Closed -$4K – 1848
2021
Q4 		$4K Buy
+33
New +$3.78K ﹤0.01% 1364

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

EverSource Wealth Advisors's TRU Position: Q1 2026 in Review

EverSource Wealth Advisors increased its TransUnion (TRU) stake by 31% in Q1 2026, buying an estimated $30.2K and bringing the position to 1,657 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

EverSource Wealth Advisors first reported a position in TRU in Q4 2021 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • EverSource Wealth Advisors held 1,657 shares of TransUnion worth $115K as of Q1 2026.
  • EverSource Wealth Advisors bought 395 TransUnion shares in Q1 2026, an estimated $30.2K.
  • TransUnion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1350 holding.
  • EverSource Wealth Advisors first reported a position in TransUnion in Q4 2021 and has held it in 16 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.