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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Triad Wealth Partners's TRU Position: Q1 2026 in Review

Triad Wealth Partners sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,605 shares — an estimated $223K sold.

Triad Wealth Partners first reported a position in TRU in Q2 2024 and held it in 6 quarters. The position peaked at $333K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Triad Wealth Partners reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 2,605 TransUnion shares in Q1 2026, an estimated $223K.
Triad Wealth Partners first reported a position in TransUnion in Q2 2024 and held it in 6 quarters.
Triad Wealth Partners's TransUnion position peaked at $333K in Q2 2025.
561 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.