RMR Wealth Builders’s TransUnion TRU Stock Holding History

RMR Wealth Builders’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	$410K	Hold	5,928	–	–	0.03%	198
2025 Q4	$508K	Hold	5,928	–	–	0.04%	170
2025 Q3	$497K	Buy	5,928 +33	+0.6%	+$3K	0.04%	170
2025 Q2	$519K	Hold	5,895	–	–	0.05%	162
2025 Q1	$489K	Hold	5,895	–	–	0.05%	156
2024 Q4	$547K	Hold	5,895	–	–	0.06%	145
2024 Q3	$617K	Hold	5,895	–	–	0.07%	133
2024 Q2	$437K	Hold	5,895	–	–	0.05%	161
2024 Q1	$470K	Sell	5,895 -22	-0.4%	-$1.61K	0.06%	156
2023 Q4	$407K	Buy	5,917 +22	+0.4%	+$1.34K	0.06%	164
2023 Q3	$423K	Hold	5,895	–	–	0.07%	152
2023 Q2	$462K	Buy	5,895 +1,355	+30%	+$93.8K	0.08%	124
2023 Q1	$282K	Hold	4,540	–	–	0.05%	169
2022 Q4	$258K	Hold	4,540	–	–	0.06%	158
2022 Q3	$270K	Buy	4,540 +1,593	+54%	+$122K	0.07%	151
2022 Q2	$236K	Hold	2,947	–	–	0.06%	162
2022 Q1	$305K	Buy	+2,947	New	+$299K	0.07%	154
2021 Q4	–	Sell	-2,947	Closed	-$331K	–	196
2021 Q3	$331K	Hold	2,947	–	–	0.1%	131
2021 Q2	$324K	Hold	2,947	–	–	0.11%	129
2021 Q1	$265K	Hold	2,947	–	–	0.07%	150
2020 Q4	$292K	Hold	2,947	–	–	0.14%	112
2020 Q3	$248K	Hold	2,947	–	–	0.06%	175
2020 Q2	$257K	Buy	+2,947	New	+$235K	0.23%	95
2019 Q4	$252K	Buy	+2,947	New	+$245K	0.24%	93

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RMR Wealth Builders's TRU Position: Q1 2026 in Review

RMR Wealth Builders held its TransUnion (TRU) position steady in Q1 2026 at 5,928 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #198.

RMR Wealth Builders first reported a position in TRU in Q4 2019 and has held it in 24 quarters since. The position peaked at $617K in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

RMR Wealth Builders held 5,928 shares of TransUnion worth $410K as of Q1 2026.
RMR Wealth Builders left its TransUnion share count unchanged in Q1 2026.
TransUnion made up 0.03% of RMR Wealth Builders's portfolio in Q1 2026, its #198 holding.
RMR Wealth Builders first reported a position in TransUnion in Q4 2019 and has held it in 24 quarters since.
RMR Wealth Builders's TransUnion position peaked at $617K in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.