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Retirement Wealth Solutions’s TransUnion TRU Stock Holding History

Retirement Wealth Solutions’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
2025
Q3 		– Sell
-510
Closed -$44.9K – 858
2025
Q2 		$44.9K Hold
510
– – 0.03% 97
2025
Q1 		$42.3K Hold
510
– – 0.03% 89
2024
Q4 		$44.2K Buy
+510
New +$51.7K 0.04% 93

Other funds holding TRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Retirement Wealth Solutions's TRU Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of TransUnion (TRU) in Q3 2025, closing a stake of 510 shares — an estimated $44.9K sold.

Retirement Wealth Solutions first reported a position in TRU in Q4 2024 and held it in 3 quarters. The position peaked at $44.9K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 510 TransUnion shares in Q3 2025, an estimated $44.9K.
  • Retirement Wealth Solutions first reported a position in TransUnion in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's TransUnion position peaked at $44.9K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.