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Prestige Wealth Management Group’s TransUnion TRU Stock Holding History

Prestige Wealth Management Group’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 		$361 Buy
5
+3
+150% +$210 ﹤0.01% 1061
2026
Q1 		$139 Buy
+2
New +$153 ﹤0.01% 1096

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

Prestige Wealth Management Group's TRU Position: Q2 2026 in Review

Prestige Wealth Management Group increased its TransUnion (TRU) stake by 150% in Q2 2026, buying an estimated $210 and bringing the position to 5 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Prestige Wealth Management Group first reported a position in TRU in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Prestige Wealth Management Group held 5 shares of TransUnion worth $361 as of Q2 2026.
  • Prestige Wealth Management Group bought 3 TransUnion shares in Q2 2026, an estimated $210.
  • TransUnion made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1061 holding.
  • Prestige Wealth Management Group first reported a position in TransUnion in Q1 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.