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Mirabella Financial Services’s TransUnion TRU Stock Holding History

Mirabella Financial Services’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 		– Sell
-5,463
Closed -$468K – 1175
2025
Q4 		$468K Buy
+5,463
New +$449K 0.04% 290
2023
Q1 		– Sell
-3,552
Closed -$202K – 594
2022
Q4 		$202K Buy
+3,552
New +$208K 0.02% 323
2021
Q2 		– Sell
-3,314
Closed -$298K – 411
2021
Q1 		$298K Buy
+3,314
New +$299K 0.09% 169

Other funds holding TRU

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Mirabella Financial Services's TRU Position: Q1 2026 in Review

Mirabella Financial Services sold out of TransUnion (TRU) in Q1 2026, closing a stake of 5,463 shares — an estimated $468K sold.

Mirabella Financial Services first reported a position in TRU in Q1 2021 and held it in 3 quarters. The position peaked at $468K in Q4 2025. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Mirabella Financial Services reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 5,463 TransUnion shares in Q1 2026, an estimated $468K.
  • Mirabella Financial Services first reported a position in TransUnion in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's TransUnion position peaked at $468K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.