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SHP Wealth Management’s TransUnion TRU Stock Holding History

SHP Wealth Management’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 		$144 Sell
2
-5
-71% -$351 ﹤0.01% 1921
2026
Q1 		$484 Buy
+7
New +$536 ﹤0.01% 1620

Other funds holding TRU

Dodge & Cox
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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 $3.38T AUM 44.17% 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

SHP Wealth Management's TRU Position: Q2 2026 in Review

SHP Wealth Management reduced its TransUnion (TRU) stake by 71% in Q2 2026, selling an estimated $351 and leaving 2 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

SHP Wealth Management first reported a position in TRU in Q1 2026 and has held it in 2 quarters since. The position peaked at $484 in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • SHP Wealth Management held 2 shares of TransUnion worth $144 as of Q2 2026.
  • SHP Wealth Management sold 5 TransUnion shares in Q2 2026, an estimated $351.
  • TransUnion made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1921 holding.
  • SHP Wealth Management first reported a position in TransUnion in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's TransUnion position peaked at $484 in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.