MWPCG
TRU icon

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
Q2 		$16.9K Hold
234
– – ﹤0.01% 521
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

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

Measured Wealth Private Client Group's TRU Position: Q2 2026 in Review

Measured Wealth Private Client Group held its TransUnion (TRU) position steady in Q2 2026 at 234 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Measured Wealth Private Client Group first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.4K in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Measured Wealth Private Client Group held 234 shares of TransUnion worth $16.9K as of Q2 2026.
  • Measured Wealth Private Client Group left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #521 holding.
  • Measured Wealth Private Client Group first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's TransUnion position peaked at $36.4K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.