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Rothschild Investment LLC’s TransUnion TRU Stock Holding History

Rothschild Investment LLC’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 		$53.1K Buy
768
+644
+519% +$49.3K ﹤0.01% 1093
2025
Q4 		$10.6K Buy
124
+95
+328% +$7.81K ﹤0.01% 1545
2025
Q3 		$2.43K Sell
29
-3
-9% -$272 ﹤0.01% 2107
2025
Q2 		$2.82K Buy
32
+22
+220% +$1.83K ﹤0.01% 1829
2025
Q1 		$830 Buy
10
+7
+233% +$639 ﹤0.01% 2436
2024
Q4 		$278 Sell
3
-5
-63% -$506 ﹤0.01% 2712
2024
Q3 		$838 Buy
+8
New +$721 ﹤0.01% 2285

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

Rothschild Investment LLC's TRU Position: Q1 2026 in Review

Rothschild Investment LLC increased its TransUnion (TRU) stake by 519% in Q1 2026, buying an estimated $49.3K and bringing the position to 768 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Rothschild Investment LLC first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Rothschild Investment LLC held 768 shares of TransUnion worth $53.1K as of Q1 2026.
  • Rothschild Investment LLC bought 644 TransUnion shares in Q1 2026, an estimated $49.3K.
  • TransUnion made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1093 holding.
  • Rothschild Investment LLC first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.