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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
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

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

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

Rialto Wealth Management increased its TransUnion (TRU) stake by 27% in Q1 2026, buying an estimated $230 and bringing the position to 14 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Rialto Wealth Management first reported a position in TRU in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Rialto Wealth Management held 14 shares of TransUnion worth $969 as of Q1 2026.
  • Rialto Wealth Management bought 3 TransUnion shares in Q1 2026, an estimated $230.
  • TransUnion made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1121 holding.
  • Rialto Wealth Management first reported a position in TransUnion in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.