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Marshall & Sterling Wealth Advisors’s TransUnion TRU Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-53
Closed -$4.44K – 601
2025
Q3 		$4.44K Hold
53
– – ﹤0.01% 516
2025
Q2 		$4.66K Buy
+53
New +$4.42K ﹤0.01% 489

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TRU Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of TransUnion (TRU) in Q4 2025, closing a stake of 53 shares — an estimated $4.44K sold.

Marshall & Sterling Wealth Advisors first reported a position in TRU in Q2 2025 and held it in 2 quarters. The position peaked at $4.66K in Q2 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 53 TransUnion shares in Q4 2025, an estimated $4.44K.
  • Marshall & Sterling Wealth Advisors first reported a position in TransUnion in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's TransUnion position peaked at $4.66K in Q2 2025.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.