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RWA Wealth Partners’s TransUnion TRU Stock Holding History

RWA Wealth 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 		$203K Buy
+2,808
New +$197K ﹤0.01% 637
2026
Q1 		– Sell
-2,827
Closed -$242K – 638
2025
Q4 		$242K Buy
+2,827
New +$232K ﹤0.01% 563

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

RWA Wealth Partners's TRU Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in TransUnion (TRU) in Q2 2026: 2,808 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in TRU as recently as Q4 2025.

RWA Wealth Partners first reported a position in TRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • RWA Wealth Partners held 2,808 shares of TransUnion worth $203K as of Q2 2026.
  • TransUnion was a new RWA Wealth Partners position in Q2 2026.
  • TransUnion made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #637 holding.
  • RWA Wealth Partners first reported a position in TransUnion in Q4 2025 and has held it in 2 quarters since.
  • RWA Wealth Partners's TransUnion position peaked at $242K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.