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Twin Peaks Wealth Advisors’s TransUnion TRU Stock Holding History

Twin Peaks Wealth Advisors’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
-132
Closed -$9.13K – 2040
2026
Q1 		$9.13K Buy
+132
New +$10.1K ﹤0.01% 1110
2025
Q3 		– Sell
-12
Closed -$1.05K – 1970
2025
Q2 		$1.05K Buy
+12
New +$1K ﹤0.01% 1761

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

Twin Peaks Wealth Advisors's TRU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of TransUnion (TRU) in Q2 2026, closing a stake of 132 shares — an estimated $9.13K sold.

Twin Peaks Wealth Advisors first reported a position in TRU in Q2 2025 and held it in 2 quarters. The position peaked at $9.13K in Q1 2026. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 132 TransUnion shares in Q2 2026, an estimated $9.13K.
  • Twin Peaks Wealth Advisors first reported a position in TransUnion in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's TransUnion position peaked at $9.13K in Q1 2026.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.