MWPCG
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Measured Wealth Private Client Group’s TransUnion TRU Stock Holding History

Measured Wealth Private Client 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
Q1 		$16.2K Sell
234
-124
-35% -$9.49K ﹤0.01% 520
2025
Q4 		$30.7K Sell
358
-77
-18% -$6.33K 0.01% 382
2025
Q3 		$36.4K Buy
+435
New +$39.5K 0.01% 343

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

Measured Wealth Private Client Group's TRU Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its TransUnion (TRU) stake by 35% in Q1 2026, selling an estimated $9.49K and leaving 234 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Measured Wealth Private Client Group first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $36.4K in Q3 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Measured Wealth Private Client Group held 234 shares of TransUnion worth $16.2K as of Q1 2026.
  • Measured Wealth Private Client Group sold 124 TransUnion shares in Q1 2026, an estimated $9.49K.
  • TransUnion made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #520 holding.
  • Measured Wealth Private Client Group first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's TransUnion position peaked at $36.4K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.