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TopTier Wealth Management’s TransUnion TRU Stock Holding History

TopTier 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 		– Sell
-3
Closed -$208 – 677
2026
Q1 		$208 Buy
+3
New +$230 ﹤0.01% 786

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BlackRock
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IFP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
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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

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

TopTier Wealth Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3 shares — an estimated $208 sold.

TopTier Wealth Management first reported a position in TRU in Q1 2026 and held it in 1 quarter. The position peaked at $208 in Q1 2026. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • TopTier Wealth Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 3 TransUnion shares in Q2 2026, an estimated $208.
  • TopTier Wealth Management first reported a position in TransUnion in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's TransUnion position peaked at $208 in Q1 2026.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.