RWM
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Rialto Wealth Management’s TransUnion TRU Stock Holding History

Rialto 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 		$1.8K Buy
25
+11
+79% +$771 ﹤0.01% 1148
2026
Q1 		$969 Buy
14
+3
+27% +$230 ﹤0.01% 1121
2025
Q4 		$944 Buy
11
+1
+10% +$82 ﹤0.01% 1018
2025
Q3 		$838 Buy
10
+4
+67% +$363 ﹤0.01% 994
2025
Q2 		$528 Buy
+6
New +$500 ﹤0.01% 1130

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

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

Rialto Wealth Management increased its TransUnion (TRU) stake by 79% in Q2 2026, buying an estimated $771 and bringing the position to 25 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Rialto Wealth Management first reported a position in TRU in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Rialto Wealth Management held 25 shares of TransUnion worth $1.8K as of Q2 2026.
  • Rialto Wealth Management bought 11 TransUnion shares in Q2 2026, an estimated $771.
  • TransUnion made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1148 holding.
  • Rialto Wealth Management first reported a position in TransUnion in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.