GRP
TRU icon

Global Retirement Partners’s TransUnion TRU Stock Holding History

Global Retirement Partners’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 		$53.3K Buy
+739
New +$51.8K ﹤0.01% 2479
2025
Q4 		$59.2K Buy
690
+143
+26% +$11.8K ﹤0.01% 2254
2025
Q3 		$45.8K Buy
547
+12
+2% +$1.09K ﹤0.01% 1944
2025
Q2 		$47.1K Buy
+535
New +$44.6K ﹤0.01% 1805
2024
Q4 		$7.14K Buy
77
+8
+12% +$810 ﹤0.01% 2522
2024
Q3 		$7.22K Buy
69
+22
+47% +$1.98K ﹤0.01% 2406
2024
Q2 		$3.49K Buy
47
+17
+57% +$1.27K ﹤0.01% 2771
2024
Q1 		$2.39K Sell
30
-8
-21% -$586 ﹤0.01% 2679
2023
Q4 		$2.65K Sell
38
-199
-84% -$12.1K ﹤0.01% 2564
2023
Q3 		$16.6K Buy
237
+13
+6% +$1.02K ﹤0.01% 1725
2023
Q2 		$17.5K Hold
224
– – ﹤0.01% 1726
2023
Q1 		$14.7K Sell
224
-292
-57% -$19.1K ﹤0.01% 1770
2022
Q4 		$29.3K Buy
516
+36
+8% +$2.11K ﹤0.01% 1312
2022
Q3 		$28K Sell
480
-17
-3% -$1.31K ﹤0.01% 1250
2022
Q2 		$40K Hold
497
– – ﹤0.01% 1076
2022
Q1 		$41K Buy
+497
New +$50.4K ﹤0.01% 1082
2021
Q4 		– Sell
-225
Closed -$25K – 1667
2021
Q3 		$25K Buy
225
+90
+67% +$10.6K ﹤0.01% 1141
2021
Q2 		$15K Buy
135
+96
+246% +$10K ﹤0.01% 1283
2021
Q1 		$4K Buy
39
+17
+77% +$1.53K ﹤0.01% 1551
2020
Q4 		$2K Hold
22
– – ﹤0.01% 1634
2020
Q3 		$2K Hold
22
– – ﹤0.01% 1512
2020
Q2 		$2K Hold
22
– – ﹤0.01% 1494
2020
Q1 		$1K Sell
22
-4
-15% -$345 ﹤0.01% 1532
2019
Q4 		$2K Sell
26
-54
-68% -$4.5K ﹤0.01% 1492
2019
Q3 		$6K Buy
80
+54
+208% +$4.34K ﹤0.01% 1270
2019
Q2 		$2K Buy
+26
New +$1.78K ﹤0.01% 1458
2018
Q4 		– Sell
-191
Closed -$14K – 1561
2018
Q3 		$14K Hold
191
– – ﹤0.01% 947
2018
Q2 		$14K Buy
+191
New +$12.7K ﹤0.01% 913

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

Global Retirement Partners's TRU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in TransUnion (TRU) in Q2 2026: 739 shares worth $53.3K. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TRU as recently as Q4 2025.

Global Retirement Partners first reported a position in TRU in Q2 2018 and has held it in 28 quarters since. The position peaked at $59.2K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Global Retirement Partners held 739 shares of TransUnion worth $53.3K as of Q2 2026.
  • TransUnion was a new Global Retirement Partners position in Q2 2026.
  • TransUnion made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2479 holding.
  • Global Retirement Partners first reported a position in TransUnion in Q2 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's TransUnion position peaked at $59.2K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.