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Pinnacle Wealth Planning Services’s TransUnion TRU Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$2.74K Sell
38
-55
-59% -$3.86K ﹤0.01% 2412
2026
Q1 		$6.43K Buy
93
+4
+4% +$306 ﹤0.01% 2181
2025
Q4 		$7.63K Buy
+89
New +$7.31K ﹤0.01% 2122
2021
Q1 		– Sell
-27
Closed -$3K – 1811
2020
Q4 		$3K Buy
+27
New +$2.47K ﹤0.01% 1866

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its TransUnion (TRU) stake by 59% in Q2 2026, selling an estimated $3.86K and leaving 38 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Pinnacle Wealth Planning Services first reported a position in TRU in Q4 2020 and has held it in 4 quarters since. The position peaked at $7.63K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 38 shares of TransUnion worth $2.74K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 55 TransUnion shares in Q2 2026, an estimated $3.86K.
  • TransUnion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2412 holding.
  • Pinnacle Wealth Planning Services first reported a position in TransUnion in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's TransUnion position peaked at $7.63K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.