HWM
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HB Wealth Management’s TransUnion TRU Stock Holding History

HB Wealth Management’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 		$511K Sell
7,089
-414
-6% -$29K ﹤0.01% 1096
2026
Q1 		$519K Buy
7,503
+929
+14% +$71.1K ﹤0.01% 962
2025
Q4 		$564K Buy
6,574
+460
+8% +$37.8K ﹤0.01% 857
2025
Q3 		$512K Buy
6,114
+874
+17% +$79.3K ﹤0.01% 844
2025
Q2 		$461K Sell
5,240
-792
-13% -$66.1K ﹤0.01% 771
2025
Q1 		$501K Buy
6,032
+794
+15% +$72.5K ﹤0.01% 767
2024
Q4 		$486K Sell
5,238
-20
-0.4% -$2.03K 0.01% 631
2024
Q3 		$551K Buy
5,258
+212
+4% +$19.1K 0.01% 556
2024
Q2 		$374K Sell
5,046
-350
-6% -$26.1K ﹤0.01% 633
2024
Q1 		$431K Buy
5,396
+352
+7% +$25.8K 0.01% 548
2023
Q4 		$347K Sell
5,044
-696
-12% -$42.4K 0.01% 559
2023
Q3 		$412K Buy
5,740
+22
+0.4% +$1.73K 0.01% 485
2023
Q2 		$448K Buy
5,718
+345
+6% +$23.9K 0.01% 442
2023
Q1 		$334K Buy
5,373
+396
+8% +$25.9K 0.01% 504
2022
Q4 		$282K Buy
4,977
+47
+1% +$2.75K 0.01% 533
2022
Q3 		$293K Sell
4,930
-78
-2% -$6K 0.01% 442
2022
Q2 		$401K Buy
5,008
+96
+2% +$8.26K 0.01% 381
2022
Q1 		$508K Buy
4,912
+412
+9% +$41.8K 0.01% 346
2021
Q4 		$534K Buy
+4,500
New +$516K 0.01% 309

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

HB Wealth Management's TRU Position: Q2 2026 in Review

HB Wealth Management reduced its TransUnion (TRU) stake by 5.5% in Q2 2026, selling an estimated $29K and leaving 7,089 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

HB Wealth Management first reported a position in TRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $564K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • HB Wealth Management held 7,089 shares of TransUnion worth $511K as of Q2 2026.
  • HB Wealth Management sold 414 TransUnion shares in Q2 2026, an estimated $29K.
  • TransUnion made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1096 holding.
  • HB Wealth Management first reported a position in TransUnion in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's TransUnion position peaked at $564K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.