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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
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

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

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

JPL Wealth Management opened a new position in TransUnion (TRU) in Q1 2026: 67 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TRU as recently as Q3 2025.

JPL Wealth Management first reported a position in TRU in Q3 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • JPL Wealth Management held 67 shares of TransUnion worth $4.64K as of Q1 2026.
  • TransUnion was a new JPL Wealth Management position in Q1 2026.
  • TransUnion made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #714 holding.
  • JPL Wealth Management first reported a position in TransUnion in Q3 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.