HIA
TRU icon

HFM Investment Advisors’s TransUnion TRU Stock Holding History

HFM Investment 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
Q2 		$1.37K Buy
19
+13
+217% +$912 ﹤0.01% 615
2026
Q1 		$415 Sell
6
-4
-40% -$306 ﹤0.01% 743
2025
Q4 		$858 Buy
10
+1
+11% +$82 ﹤0.01% 509
2025
Q3 		$754 Buy
9
+2
+29% +$182 ﹤0.01% 488
2025
Q2 		$616 Buy
7
+3
+75% +$250 ﹤0.01% 574
2025
Q1 		$332 Buy
+4
New +$365 ﹤0.01% 427

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

HFM Investment Advisors's TRU Position: Q2 2026 in Review

HFM Investment Advisors increased its TransUnion (TRU) stake by 217% in Q2 2026, buying an estimated $912 and bringing the position to 19 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

HFM Investment Advisors first reported a position in TRU in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • HFM Investment Advisors held 19 shares of TransUnion worth $1.37K as of Q2 2026.
  • HFM Investment Advisors bought 13 TransUnion shares in Q2 2026, an estimated $912.
  • TransUnion made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #615 holding.
  • HFM Investment Advisors first reported a position in TransUnion in Q1 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.