Focus Partners Wealth
TRU icon

Focus Partners Wealth’s TransUnion TRU Stock Holding History

Focus Partners Wealth’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
Q2 		$617K Sell
8,547
-6,651
-44% -$466K ﹤0.01% 1866
2026
Q1 		$1.05M Sell
15,198
-8,184
-35% -$626K ﹤0.01% 1598
2025
Q4 		$2.01M Buy
+23,382
New +$1.92M ﹤0.01% 1324
2025
Q1 		– Sell
-3,328
Closed -$309K – 2029
2024
Q4 		$309K Buy
3,328
+269
+9% +$27.2K ﹤0.01% 1536
2024
Q3 		$320K Buy
+3,059
New +$276K ﹤0.01% 1302

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Focus Partners Wealth's TRU Position: Q2 2026 in Review

Focus Partners Wealth reduced its TransUnion (TRU) stake by 44% in Q2 2026, selling an estimated $466K and leaving 8,547 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Focus Partners Wealth first reported a position in TRU in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.01M in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Focus Partners Wealth held 8,547 shares of TransUnion worth $617K as of Q2 2026.
  • Focus Partners Wealth sold 6,651 TransUnion shares in Q2 2026, an estimated $466K.
  • TransUnion made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1866 holding.
  • Focus Partners Wealth first reported a position in TransUnion in Q3 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's TransUnion position peaked at $2.01M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.