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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFM Investment Advisors's TRU Position: Q1 2026 in Review

HFM Investment Advisors reduced its TransUnion (TRU) stake by 40% in Q1 2026, selling an estimated $306 and leaving 6 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #743.

HFM Investment Advisors first reported a position in TRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $858 in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

HFM Investment Advisors held 6 shares of TransUnion worth $415 as of Q1 2026.
HFM Investment Advisors sold 4 TransUnion shares in Q1 2026, an estimated $306.
TransUnion made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #743 holding.
HFM Investment Advisors first reported a position in TransUnion in Q1 2025 and has held it in 5 quarters since.
HFM Investment Advisors's TransUnion position peaked at $858 in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.