OPS
TRU icon

Orion Portfolio Solutions’s TransUnion TRU Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$970K Buy
11,685
+2,809
+32% +$257K 0.01% 1098
2024
Q4 		$823K Buy
8,876
+3,201
+56% +$324K 0.01% 1148
2024
Q3 		$594K Buy
5,675
+488
+9% +$44K 0.01% 1274
2024
Q2 		$385K Sell
5,187
-243
-4% -$18.1K ﹤0.01% 1369
2024
Q1 		$433K Buy
5,430
+25
+0.5% +$1.83K ﹤0.01% 1329
2023
Q4 		$365K Sell
5,405
-244
-4% -$14.9K ﹤0.01% 1330
2023
Q3 		$406K Sell
5,649
-196
-3% -$15.4K ﹤0.01% 1278
2023
Q2 		$458K Sell
5,845
-204
-3% -$14.1K ﹤0.01% 1244
2023
Q1 		$376K Buy
+6,049
New +$396K ﹤0.01% 1262
2020
Q3 		– Sell
-122
Closed -$11K – 1914
2020
Q2 		$11K Sell
122
-25
-17% -$2K ﹤0.01% 1184
2020
Q1 		$10K Buy
147
+3
+2% +$259 ﹤0.01% 1077
2019
Q4 		$12K Buy
+144
New +$12K ﹤0.01% 955

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's TRU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its TransUnion (TRU) stake by 32% in Q1 2025, buying an estimated $257K and bringing the position to 11,685 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #1098.

Orion Portfolio Solutions first reported a position in TRU in Q4 2019 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold TRU as of Q1 2025.

  • Orion Portfolio Solutions held 11,685 shares of TransUnion worth $970K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,809 TransUnion shares in Q1 2025, an estimated $257K.
  • TransUnion made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1098 holding.
  • Orion Portfolio Solutions first reported a position in TransUnion in Q4 2019 and has held it in 12 quarters since.
  • 548 funds tracked by Wall St. Rank held TransUnion as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.