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TD Private Client Wealth’s TransUnion TRU Stock Holding History

TD Private Client Wealth’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 		$11.9K Sell
172
-59
-26% -$4.52K ﹤0.01% 1077
2025
Q4 		$19.8K Sell
231
-106
-31% -$8.71K ﹤0.01% 1013
2025
Q3 		$28.2K Sell
337
-11,019
-97% -$1M ﹤0.01% 942
2025
Q2 		$999K Sell
11,356
-531
-4% -$44.3K 0.02% 366
2025
Q1 		$987K Buy
11,887
+466
+4% +$42.6K 0.03% 353
2024
Q4 		$1.06M Buy
11,421
+11,337
+13,496% +$1.15M 0.03% 350
2024
Q3 		$8.79K Buy
+84
New +$7.57K ﹤0.01% 1067
2022
Q4 		– Sell
-106
Closed -$6.31K – 1265
2022
Q3 		$6.31K Sell
106
-410
-79% -$31.5K ﹤0.01% 1046
2022
Q2 		$41.3K Sell
516
-420
-45% -$36.2K ﹤0.01% 770
2022
Q1 		$96.7K Sell
936
-35,648
-97% -$3.62M ﹤0.01% 644
2021
Q4 		$4.34M Sell
36,584
-3,168
-8% -$363K 0.18% 129
2021
Q3 		$4.46M Sell
39,752
-2,011
-5% -$236K 0.19% 115
2021
Q2 		$4.59M Buy
41,763
+10,459
+33% +$1.09M 0.2% 111
2021
Q1 		$2.82M Buy
31,304
+2,600
+9% +$235K 0.13% 173
2020
Q4 		$2.85M Buy
28,704
+8,008
+39% +$733K 0.14% 152
2020
Q3 		$1.74M Buy
20,696
+895
+5% +$77.3K 0.1% 212
2020
Q2 		$1.72M Buy
19,801
+4,048
+26% +$323K 0.1% 207
2020
Q1 		$1.04M Buy
+15,753
New +$1.36M 0.07% 218

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

TD Private Client Wealth's TRU Position: Q1 2026 in Review

TD Private Client Wealth reduced its TransUnion (TRU) stake by 26% in Q1 2026, selling an estimated $4.52K and leaving 172 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

TD Private Client Wealth first reported a position in TRU in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.59M in Q2 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • TD Private Client Wealth held 172 shares of TransUnion worth $11.9K as of Q1 2026.
  • TD Private Client Wealth sold 59 TransUnion shares in Q1 2026, an estimated $4.52K.
  • TransUnion made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1077 holding.
  • TD Private Client Wealth first reported a position in TransUnion in Q1 2020 and has held it in 18 quarters since.
  • TD Private Client Wealth's TransUnion position peaked at $4.59M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.