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Private Wealth Asset Management’s TransUnion TRU Stock Holding History

Private Wealth Asset Management’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 		– Sell
-2
Closed -$172 – 1124
2025
Q4 		$172 Hold
2
– – ﹤0.01% 1020
2025
Q3 		$168 Hold
2
– – ﹤0.01% 1017
2025
Q2 		$176 Sell
2
-5
-71% -$417 ﹤0.01% 1002
2025
Q1 		$581 Buy
+7
New +$639 ﹤0.01% 978

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Asset Management's TRU Position: Q1 2026 in Review

Private Wealth Asset Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2 shares — an estimated $172 sold.

Private Wealth Asset Management first reported a position in TRU in Q1 2025 and held it in 4 quarters. The position peaked at $581 in Q1 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Private Wealth Asset Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 TransUnion shares in Q1 2026, an estimated $172.
  • Private Wealth Asset Management first reported a position in TransUnion in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's TransUnion position peaked at $581 in Q1 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.