LPL Financial’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.65M | Buy |
52,782
+4,037
| +8% | +$309K | ﹤0.01% | 2920 |
|
|
2025
Q4 | $4.18M | Sell |
48,745
-4,533
| -9% | -$372K | ﹤0.01% | 2695 |
|
|
2025
Q3 | $4.46M | Sell |
53,278
-9,704
| -15% | -$881K | ﹤0.01% | 2575 |
|
|
2025
Q2 | $5.54M | Buy |
62,982
+4,821
| +8% | +$402K | ﹤0.01% | 2220 |
|
|
2025
Q1 | $4.83M | Buy |
58,161
+3,869
| +7% | +$353K | ﹤0.01% | 2176 |
|
|
2024
Q4 | $5.03M | Buy |
54,292
+6,073
| +13% | +$615K | ﹤0.01% | 2079 |
|
|
2024
Q3 | $5.05M | Buy |
48,219
+30,111
| +166% | +$2.71M | ﹤0.01% | 1985 |
|
|
2024
Q2 | $1.34M | Buy |
18,108
+127
| +0.7% | +$9.47K | ﹤0.01% | 2972 |
|
|
2024
Q1 | $1.43M | Sell |
17,981
-2,584
| -13% | -$189K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $1.41M | Sell |
20,565
-1,484
| -7% | -$90.4K | ﹤0.01% | 2734 |
|
|
2023
Q3 | $1.58M | Sell |
22,049
-2,820
| -11% | -$221K | ﹤0.01% | 2505 |
|
|
2023
Q2 | $1.95M | Sell |
24,869
-1,439
| -5% | -$99.6K | ﹤0.01% | 2273 |
|
|
2023
Q1 | $1.63M | Buy |
26,308
+8,895
| +51% | +$582K | ﹤0.01% | 2312 |
|
|
2022
Q4 | $988K | Buy |
17,413
+661
| +4% | +$38.7K | ﹤0.01% | 2656 |
|
|
2022
Q3 | $997K | Sell |
16,752
-9,052
| -35% | -$696K | ﹤0.01% | 2546 |
|
|
2022
Q2 | $2.06M | Buy |
25,804
+1,100
| +4% | +$94.7K | ﹤0.01% | 2006 |
|
|
2022
Q1 | $2.55M | Sell |
24,704
-20,384
| -45% | -$2.07M | ﹤0.01% | 1862 |
|
|
2021
Q4 | $5.35M | Buy |
45,088
+1,416
| +3% | +$162K | ﹤0.01% | 1422 |
|
|
2021
Q3 | $4.91M | Buy |
43,672
+15,999
| +58% | +$1.88M | ﹤0.01% | 1403 |
|
|
2021
Q2 | $3.04M | Buy |
27,673
+20,213
| +271% | +$2.11M | ﹤0.01% | 1678 |
|
|
2021
Q1 | $671K | Buy |
7,460
+1,325
| +22% | +$120K | ﹤0.01% | 2769 |
|
|
2020
Q4 | $609K | Buy |
6,135
+952
| +18% | +$87.2K | ﹤0.01% | 2582 |
|
|
2020
Q3 | $436K | Sell |
5,183
-152
| -3% | -$13.1K | ﹤0.01% | 2585 |
|
|
2020
Q2 | $464K | Buy |
5,335
+88
| +2% | +$7.02K | ﹤0.01% | 2458 |
|
|
2020
Q1 | $347K | Sell |
5,247
-313
| -6% | -$27K | ﹤0.01% | 2369 |
|
|
2019
Q4 | $476K | Sell |
5,560
-1,896
| -25% | -$158K | ﹤0.01% | 2422 |
|
|
2019
Q3 | $605K | Sell |
7,456
-3,416
| -31% | -$275K | ﹤0.01% | 2118 |
|
|
2019
Q2 | $799K | Buy |
+10,872
| New | +$744K | ﹤0.01% | 1897 |
|
|
2018
Q4 | – | Sell |
-7,772
| Closed | -$572K | – | 3247 |
|
|
2018
Q3 | $572K | Buy |
7,772
+1,142
| +17% | +$84.9K | ﹤0.01% | 2125 |
|
|
2018
Q2 | $475K | Buy |
6,630
+102
| +2% | +$6.8K | ﹤0.01% | 2234 |
|
|
2018
Q1 | $371K | Buy |
+6,528
| New | +$377K | ﹤0.01% | 2424 |
|
|
2016
Q4 | – | Sell |
-12,308
| Closed | -$417K | – | 2780 |
|
|
2016
Q3 | $417K | Sell |
12,308
-2,908
| -19% | -$97.4K | ﹤0.01% | 1870 |
|
|
2016
Q2 | $518K | Buy |
15,216
+6,944
| +84% | +$213K | ﹤0.01% | 1637 |
|
|
2016
Q1 | $226K | Buy |
8,272
+330
| +4% | +$8.37K | ﹤0.01% | 2715 |
|
|
2015
Q4 | $219K | Buy |
+7,942
| New | +$204K | ﹤0.01% | 2760 |
|
Other funds holding TRU
IFP
VCM
VPM
LPL Financial's TRU Position: Q1 2026 in Review
LPL Financial increased its TransUnion (TRU) stake by 8.3% in Q1 2026, buying an estimated $309K and bringing the position to 52,782 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2920.
LPL Financial first reported a position in TRU in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.54M in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.
- LPL Financial held 52,782 shares of TransUnion worth $3.65M as of Q1 2026.
- LPL Financial bought 4,037 TransUnion shares in Q1 2026, an estimated $309K.
- TransUnion made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2920 holding.
- LPL Financial first reported a position in TransUnion in Q4 2015 and has held it in 35 quarters since.
- LPL Financial's TransUnion position peaked at $5.54M in Q2 2025.
- 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.