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JPL Wealth Management’s TransUnion TRU Stock Holding History

JPL 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
Q2 		$722 Sell
10
-57
-85% -$4K ﹤0.01% 1354
2026
Q1 		$4.64K Buy
+67
New +$5.13K ﹤0.01% 714
2025
Q4 		– Sell
-15
Closed -$1.26K – 1043
2025
Q3 		$1.26K Buy
+15
New +$1.36K ﹤0.01% 962

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 $3.37T AUM 44.26% 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

JPL Wealth Management's TRU Position: Q2 2026 in Review

JPL Wealth Management reduced its TransUnion (TRU) stake by 85% in Q2 2026, selling an estimated $4K and leaving 10 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

JPL Wealth Management first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.64K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • JPL Wealth Management held 10 shares of TransUnion worth $722 as of Q2 2026.
  • JPL Wealth Management sold 57 TransUnion shares in Q2 2026, an estimated $4K.
  • TransUnion made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1354 holding.
  • JPL Wealth Management first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's TransUnion position peaked at $4.64K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.