Private Wealth Management Group’s TransUnion TRU Stock Holding History

Private 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	$722	Hold	10	–	–	﹤0.01%	1355
2026 Q1	$692	Sell	10 -1	-9%	-$77	﹤0.01%	1320
2025 Q4	$944	Hold	11	–	–	﹤0.01%	1286
2025 Q3	$922	Hold	11	–	–	﹤0.01%	1303
2025 Q2	$968	Hold	11	–	–	﹤0.01%	1293
2025 Q1	$913	Hold	11	–	–	﹤0.01%	1290
2024 Q4	$1.02K	Hold	11	–	–	﹤0.01%	1299
2024 Q3	$1.15K	Buy	11 +1	+10%	+$90	﹤0.01%	1239
2024 Q2	$742	Hold	10	–	–	﹤0.01%	1358
2024 Q1	$798	Hold	10	–	–	﹤0.01%	1338
2023 Q4	$688	Buy	+10	New	+$609	﹤0.01%	1387

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Private Wealth Management Group held its TransUnion (TRU) position steady in Q2 2026 at 10 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Private Wealth Management Group first reported a position in TRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15K in Q3 2024. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Private Wealth Management Group held 10 shares of TransUnion worth $722 as of Q2 2026.
Private Wealth Management Group left its TransUnion share count unchanged in Q2 2026.
TransUnion made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1355 holding.
Private Wealth Management Group first reported a position in TransUnion in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's TransUnion position peaked at $1.15K in Q3 2024.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.