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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
Q1 		$484 Buy
+7
New +$536 ﹤0.01% 1620

Other funds holding TRU

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
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 $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's TRU Position: Q1 2026 in Review

SHP Wealth Management opened a new position in TransUnion (TRU) in Q1 2026: 7 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • SHP Wealth Management held 7 shares of TransUnion worth $484 as of Q1 2026.
  • TransUnion was a new SHP Wealth Management position in Q1 2026.
  • TransUnion made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1620 holding.
  • 563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.