Opal Wealth Advisors’s TransUnion TRU Stock Holding History

Opal 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	$27.1K	Buy	+391	New	+$29.9K	0.01%	535
2025 Q3	–	Sell	-302	Closed	-$26.6K	–	511
2025 Q2	$26.6K	Sell	302 -1,233	-80%	-$103K	0.01%	500
2025 Q1	$127K	Buy	+1,535	New	+$140K	0.04%	236
2024 Q3	–	Sell	-1,464	Closed	-$109K	–	1091
2024 Q2	$109K	Buy	1,464 +123	+9%	+$9.18K	0.03%	255
2024 Q1	$107K	Buy	+1,341	New	+$98.3K	0.04%	188

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

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

Opal Wealth Advisors opened a new position in TransUnion (TRU) in Q1 2026: 391 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in TRU as recently as Q2 2025.

Opal Wealth Advisors first reported a position in TRU in Q1 2024 and has held it in 5 quarters since. The position peaked at $127K in Q1 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Opal Wealth Advisors held 391 shares of TransUnion worth $27.1K as of Q1 2026.
TransUnion was a new Opal Wealth Advisors position in Q1 2026.
TransUnion made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #535 holding.
Opal Wealth Advisors first reported a position in TransUnion in Q1 2024 and has held it in 5 quarters since.
Opal Wealth Advisors's TransUnion position peaked at $127K in Q1 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.