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Root Financial Partners’s TransUnion TRU Stock Holding History

Root Financial Partners’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 		– Sell
-1,104
Closed -$76.4K – 2970
2026
Q1 		$76.4K Buy
1,104
+818
+286% +$62.6K ﹤0.01% 684
2025
Q4 		$24.5K Buy
286
+8
+3% +$657 ﹤0.01% 1075
2025
Q3 		$23.3K Buy
+278
New +$25.2K ﹤0.01% 1038

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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

Root Financial Partners's TRU Position: Q2 2026 in Review

Root Financial Partners sold out of TransUnion (TRU) in Q2 2026, closing a stake of 1,104 shares — an estimated $76.4K sold.

Root Financial Partners first reported a position in TRU in Q3 2025 and held it in 3 quarters. The position peaked at $76.4K in Q1 2026. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Root Financial Partners reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,104 TransUnion shares in Q2 2026, an estimated $76.4K.
  • Root Financial Partners first reported a position in TransUnion in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TransUnion position peaked at $76.4K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.