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Integrated Wealth Concepts’s TransUnion TRU Stock Holding History

Integrated Wealth Concepts’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 		$209K Buy
+3,020
New +$231K ﹤0.01% 2088
2025
Q4 		– Sell
-2,459
Closed -$206K – 2020
2025
Q3 		$206K Buy
+2,459
New +$223K ﹤0.01% 1840
2025
Q1 		– Sell
-2,390
Closed -$222K – 1826
2024
Q4 		$222K Buy
2,390
+197
+9% +$20K ﹤0.01% 1546
2024
Q3 		$230K Buy
+2,193
New +$198K ﹤0.01% 1497
2024
Q2 		– Sell
-2,903
Closed -$232K – 1713
2024
Q1 		$232K Sell
2,903
-98
-3% -$7.18K ﹤0.01% 1453
2023
Q4 		$206K Buy
3,001
+143
+5% +$8.71K ﹤0.01% 1449
2023
Q3 		$205K Hold
2,858
– – ﹤0.01% 1404
2023
Q2 		$224K Buy
+2,858
New +$198K ﹤0.01% 1371
2022
Q3 		– Sell
-2,738
Closed -$219K – 1019
2022
Q2 		$219K Sell
2,738
-3
-0.1% -$258 0.01% 869
2022
Q1 		$283K Sell
2,741
-110
-4% -$11.2K 0.01% 765
2021
Q4 		$338K Buy
2,851
+64
+2% +$7.33K 0.01% 728
2021
Q3 		$313K Buy
+2,787
New +$328K 0.01% 729

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

Integrated Wealth Concepts's TRU Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in TransUnion (TRU) in Q1 2026: 3,020 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TRU as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in TRU in Q3 2021 and has held it in 12 quarters since. The position peaked at $338K in Q4 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Integrated Wealth Concepts held 3,020 shares of TransUnion worth $209K as of Q1 2026.
  • TransUnion was a new Integrated Wealth Concepts position in Q1 2026.
  • TransUnion made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2088 holding.
  • Integrated Wealth Concepts first reported a position in TransUnion in Q3 2021 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's TransUnion position peaked at $338K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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