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 Q1	–	Sell	-2,827	Closed	-$242K	–	638
2025 Q4	$242K	Buy	+2,827	New	+$232K	﹤0.01%	563

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

RWA Wealth Partners's TRU Position: Q1 2026 in Review

RWA Wealth Partners sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,827 shares — an estimated $242K sold.

RWA Wealth Partners first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

RWA Wealth Partners reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
RWA Wealth Partners sold 2,827 TransUnion shares in Q1 2026, an estimated $242K.
RWA Wealth Partners first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
RWA Wealth Partners's TransUnion position peaked at $242K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.