QWM
TRU icon

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
Q2 		$145 Hold
2
– – ﹤0.01% 902
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

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

Quaker Wealth Management's TRU Position: Q2 2026 in Review

Quaker Wealth Management held its TransUnion (TRU) position steady in Q2 2026 at 2 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Quaker Wealth Management first reported a position in TRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $258 in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Quaker Wealth Management held 2 shares of TransUnion worth $145 as of Q2 2026.
  • Quaker Wealth Management left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #902 holding.
  • Quaker Wealth Management first reported a position in TransUnion in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's TransUnion position peaked at $258 in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.