QWM
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Quaker Wealth Management’s TransUnion TRU Stock Holding History

Quaker Wealth 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 		$139 Sell
2
-1
-33% -$77 ﹤0.01% 898
2025
Q4 		$258 Buy
3
+1
+50% +$82 ﹤0.01% 846
2025
Q3 		$168 Hold
2
– – ﹤0.01% 793
2025
Q2 		$176 Buy
+2
New +$167 ﹤0.01% 813

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

Quaker Wealth Management's TRU Position: Q1 2026 in Review

Quaker Wealth Management reduced its TransUnion (TRU) stake by 33% in Q1 2026, selling an estimated $77 and leaving 2 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Quaker Wealth Management first reported a position in TRU in Q2 2025 and has held it in 4 quarters since. The position peaked at $258 in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Quaker Wealth Management held 2 shares of TransUnion worth $139 as of Q1 2026.
  • Quaker Wealth Management sold 1 TransUnion share in Q1 2026, an estimated $77.
  • TransUnion made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #898 holding.
  • Quaker Wealth Management first reported a position in TransUnion in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's TransUnion position peaked at $258 in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.