One Wealth Advisors’s TransUnion TRU Stock Holding History

One Wealth 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	$201K	Buy	2,906 +192	+7%	+$14.7K	0.03%	294
2025 Q4	$233K	Buy	2,714 +92	+4%	+$7.56K	0.03%	270
2025 Q3	$220K	Buy	2,622 +179	+7%	+$16.3K	0.03%	291
2025 Q2	$215K	Hold	2,443	–	–	0.03%	271
2025 Q1	$203K	Hold	2,443	–	–	0.03%	276
2024 Q4	$226K	Hold	2,443	–	–	0.03%	222
2024 Q3	$256K	Sell	2,443 -37	-1%	-$3.34K	0.04%	220
2024 Q2	$210K	Buy	+2,480	New	+$185K	0.04%	222
2019 Q2	–	Sell	-321	Closed	-$21K	–	445
2019 Q1	$21K	Buy	+321	New	+$19.9K	0.02%	264
2018 Q4	–	Sell	-672	Closed	-$49K	–	436
2018 Q3	$49K	Hold	672	–	–	0.04%	272
2018 Q2	$48K	Sell	672 -16	-2%	-$1.07K	0.04%	267
2018 Q1	$39K	Sell	688 -47	-6%	-$2.71K	0.03%	265
2017 Q4	$40K	Buy	+735	New	+$39.1K	0.03%	290

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's TRU Position: Q1 2026 in Review

One Wealth Advisors increased its TransUnion (TRU) stake by 7.1% in Q1 2026, buying an estimated $14.7K and bringing the position to 2,906 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #294.

One Wealth Advisors first reported a position in TRU in Q4 2017 and has held it in 13 quarters since. The position peaked at $256K in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

One Wealth Advisors held 2,906 shares of TransUnion worth $201K as of Q1 2026.
One Wealth Advisors bought 192 TransUnion shares in Q1 2026, an estimated $14.7K.
TransUnion made up 0.03% of One Wealth Advisors's portfolio in Q1 2026, its #294 holding.
One Wealth Advisors first reported a position in TransUnion in Q4 2017 and has held it in 13 quarters since.
One Wealth Advisors's TransUnion position peaked at $256K in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.