IWM
TRU icon

IHT Wealth Management’s TransUnion TRU Stock Holding History

IHT 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 		– Sell
-2,659
Closed -$228K – 1332
2025
Q4 		$228K Buy
2,659
+195
+8% +$16K 0.01% 1074
2025
Q3 		$206K Buy
2,464
+129
+6% +$11.7K 0.01% 1113
2025
Q2 		$205K Buy
+2,335
New +$195K 0.01% 1083
2024
Q4 		– Sell
-3,049
Closed -$317K – 1205
2024
Q3 		$317K Buy
+3,049
New +$275K 0.01% 890
2018
Q2 		– Sell
-20
Closed -$1K – 1285
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1636
2017
Q4 		$1K Buy
+20
New +$1.06K ﹤0.01% 1630

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

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

IHT Wealth Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,659 shares — an estimated $228K sold.

IHT Wealth Management first reported a position in TRU in Q4 2017 and held it in 6 quarters. The position peaked at $317K in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • IHT Wealth Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,659 TransUnion shares in Q1 2026, an estimated $228K.
  • IHT Wealth Management first reported a position in TransUnion in Q4 2017 and held it in 6 quarters.
  • IHT Wealth Management's TransUnion position peaked at $317K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.