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
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

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

HB Wealth Management's TRU Position: Q1 2026 in Review

HB Wealth Management increased its TransUnion (TRU) stake by 14% in Q1 2026, buying an estimated $71.1K and bringing the position to 7,503 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

HB Wealth Management first reported a position in TRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $564K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • HB Wealth Management held 7,503 shares of TransUnion worth $519K as of Q1 2026.
  • HB Wealth Management bought 929 TransUnion shares in Q1 2026, an estimated $71.1K.
  • TransUnion made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #962 holding.
  • HB Wealth Management first reported a position in TransUnion in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's TransUnion position peaked at $564K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.