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TRU icon

NewEdge Advisors’s TransUnion TRU Stock Holding History

NewEdge 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
2026
Q1 		$40.6K Hold
587
– – ﹤0.01% 2990
2025
Q4 		$50.3K Sell
587
-62
-10% -$5.09K ﹤0.01% 2961
2025
Q3 		$54.4K Hold
649
– – ﹤0.01% 2801
2025
Q2 		$57.1K Hold
649
– – ﹤0.01% 2625
2025
Q1 		$53.8K Hold
649
– – ﹤0.01% 2534
2024
Q4 		$60.1K Buy
649
+272
+72% +$27.6K ﹤0.01% 2464
2024
Q3 		$39.5K Hold
377
– – ﹤0.01% 2512
2024
Q2 		$28K Sell
377
-48
-11% -$3.58K ﹤0.01% 2522
2024
Q1 		$33.9K Buy
425
+48
+13% +$3.52K ﹤0.01% 2441
2023
Q4 		$25.9K Sell
377
-83
-18% -$5.05K ﹤0.01% 2474
2023
Q3 		$33K Buy
460
+76
+20% +$5.96K ﹤0.01% 2226
2023
Q2 		$30.1K Hold
384
– – ﹤0.01% 2261
2023
Q1 		$23.8K Sell
384
-827
-68% -$54.1K ﹤0.01% 2277
2022
Q4 		$46.4K Buy
+1,211
New +$71K ﹤0.01% 1753
2022
Q1 		– Sell
-6,655
Closed -$789K – 1610
2021
Q4 		$789K Buy
+6,655
New +$763K 0.01% 853
2020
Q4 		– Sell
-4,969
Closed -$418K – 1075
2020
Q3 		$418K Buy
4,969
+183
+4% +$15.8K 0.01% 626
2020
Q2 		$417K Buy
4,786
+1,099
+30% +$87.7K 0.02% 592
2020
Q1 		$244K Buy
+3,687
New +$318K 0.01% 660
2017
Q3 		– Sell
-180
Closed -$7.87K – 1060
2017
Q2 		$7.87K Buy
+180
New +$7.46K ﹤0.01% 1041

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

NewEdge Advisors's TRU Position: Q1 2026 in Review

NewEdge Advisors held its TransUnion (TRU) position steady in Q1 2026 at 587 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

NewEdge Advisors first reported a position in TRU in Q2 2017 and has held it in 19 quarters since. The position peaked at $789K in Q4 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • NewEdge Advisors held 587 shares of TransUnion worth $40.6K as of Q1 2026.
  • NewEdge Advisors left its TransUnion share count unchanged in Q1 2026.
  • TransUnion made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2990 holding.
  • NewEdge Advisors first reported a position in TransUnion in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's TransUnion position peaked at $789K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.