MG
TRU icon

Mather Group’s TransUnion TRU Stock Holding History

Mather Group’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 		– Sell
-45
Closed -$3.11K – 1975
2026
Q1 		$3.11K Buy
+45
New +$3.44K ﹤0.01% 1644
2025
Q4 		– Sell
-7
Closed -$620 – 1568
2025
Q3 		$620 Buy
+7
New +$635 ﹤0.01% 1614
2025
Q2 		– Sell
-7
Closed -$614 – 1635
2025
Q1 		$614 Hold
7
– – ﹤0.01% 1671
2024
Q4 		$686 Hold
7
– – ﹤0.01% 1637
2024
Q3 		$775 Hold
7
– – ﹤0.01% 1583
2024
Q2 		$591 Hold
7
– – ﹤0.01% 2053
2024
Q1 		$508 Buy
+7
New +$513 ﹤0.01% 1686

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

Mather Group's TRU Position: Q2 2026 in Review

Mather Group sold out of TransUnion (TRU) in Q2 2026, closing a stake of 45 shares — an estimated $3.11K sold.

Mather Group first reported a position in TRU in Q1 2024 and held it in 7 quarters. The position peaked at $3.11K in Q1 2026. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Mather Group reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 45 TransUnion shares in Q2 2026, an estimated $3.11K.
  • Mather Group first reported a position in TransUnion in Q1 2024 and held it in 7 quarters.
  • Mather Group's TransUnion position peaked at $3.11K in Q1 2026.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.