Triad Wealth Partners’s TransUnion TRU Stock Holding History

Triad Wealth Partners’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	$203K	Buy	+2,538	New	+$178K	0.01%	545
2026 Q1	–	Sell	-2,605	Closed	-$223K	–	514
2025 Q4	$223K	Sell	2,605 -1,142	-30%	-$93.8K	0.02%	438
2025 Q3	$314K	Sell	3,747 -33	-0.9%	-$3K	0.04%	286
2025 Q2	$333K	Buy	3,780 +329	+10%	+$27.4K	0.07%	201
2025 Q1	$286K	Buy	3,451 +99	+3%	+$9.04K	0.09%	169
2024 Q4	$311K	Buy	+3,352	New	+$340K	0.11%	132
2024 Q3	–	Sell	-17	Closed	-$1.26K	–	834
2024 Q2	$1.26K	Buy	+17	New	+$1.27K	﹤0.01%	847

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Triad Wealth Partners's TRU Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in TransUnion (TRU) in Q2 2026: 2,538 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TRU as recently as Q4 2025.

Triad Wealth Partners first reported a position in TRU in Q2 2024 and has held it in 7 quarters since. The position peaked at $333K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Triad Wealth Partners held 2,538 shares of TransUnion worth $203K as of Q2 2026.
TransUnion was a new Triad Wealth Partners position in Q2 2026.
TransUnion made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #545 holding.
Triad Wealth Partners first reported a position in TransUnion in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's TransUnion position peaked at $333K in Q2 2025.
521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.