SWM
TRU icon

Spire Wealth Management’s TransUnion TRU Stock Holding History

Spire 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 		$46.2K Sell
640
-298
-32% -$20.9K ﹤0.01% 1197
2026
Q1 		$64.9K Sell
938
-1
-0.1% -$77 ﹤0.01% 1098
2025
Q4 		$80.5K Buy
939
+3
+0.3% +$247 ﹤0.01% 1047
2025
Q3 		$78.4K Hold
936
– – ﹤0.01% 1084
2025
Q2 		$82.4K Sell
936
-866
-48% -$72.2K ﹤0.01% 1042
2025
Q1 		$150K Sell
1,802
-23
-1% -$2.1K ﹤0.01% 900
2024
Q4 		$169K Buy
1,825
+15
+0.8% +$1.52K 0.01% 869
2024
Q3 		$190K Sell
1,810
-27
-1% -$2.43K 0.01% 739
2024
Q2 		$136K Sell
1,837
-162
-8% -$12.1K ﹤0.01% 820
2024
Q1 		$160K Sell
1,999
-235
-11% -$17.2K ﹤0.01% 837
2023
Q4 		$154K Sell
2,234
-56
-2% -$3.41K 0.01% 840
2023
Q3 		$164K Sell
2,290
-101
-4% -$7.92K 0.01% 771
2023
Q2 		$187K Sell
2,391
-72
-3% -$4.98K 0.01% 740
2023
Q1 		$153K Buy
2,463
+246
+11% +$16.1K 0.01% 814
2022
Q4 		$126K Sell
2,217
-367
-14% -$21.5K 0.01% 669
2022
Q3 		$154K Sell
2,584
-133
-5% -$10.2K 0.01% 593
2022
Q2 		$217K Buy
2,717
+165
+6% +$14.2K 0.01% 733
2022
Q1 		$264K Sell
2,552
-485
-16% -$49.2K 0.01% 774
2021
Q4 		$360K Buy
3,037
+385
+15% +$44.1K 0.01% 824
2021
Q3 		$298K Buy
2,652
+200
+8% +$23.5K 0.01% 758
2021
Q2 		$269K Sell
2,452
-415
-14% -$43.3K 0.01% 820
2021
Q1 		$259K Buy
+2,867
New +$259K 0.01% 950

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

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

Spire Wealth Management reduced its TransUnion (TRU) stake by 32% in Q2 2026, selling an estimated $20.9K and leaving 640 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Spire Wealth Management first reported a position in TRU in Q1 2021 and has held it in 22 quarters since. The position peaked at $360K in Q4 2021. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Spire Wealth Management held 640 shares of TransUnion worth $46.2K as of Q2 2026.
  • Spire Wealth Management sold 298 TransUnion shares in Q2 2026, an estimated $20.9K.
  • TransUnion made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • Spire Wealth Management first reported a position in TransUnion in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's TransUnion position peaked at $360K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.