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HHM Wealth Advisors’s TransUnion TRU Stock Holding History

HHM Wealth 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
2025
Q2 		– Sell
-9
Closed -$747 – 936
2025
Q1 		$747 Hold
9
– – ﹤0.01% 861
2024
Q4 		$835 Buy
+9
New +$912 ﹤0.01% 874

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

HHM Wealth Advisors's TRU Position: Q2 2025 in Review

HHM Wealth Advisors sold out of TransUnion (TRU) in Q2 2025, closing a stake of 9 shares — an estimated $747 sold.

HHM Wealth Advisors first reported a position in TRU in Q4 2024 and held it in 2 quarters. The position peaked at $835 in Q4 2024. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

  • HHM Wealth Advisors reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 9 TransUnion shares in Q2 2025, an estimated $747.
  • HHM Wealth Advisors first reported a position in TransUnion in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's TransUnion position peaked at $835 in Q4 2024.
  • 544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.