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Wealth High Governance Asset Management’s TransUnion TRU Stock Holding History

Wealth High Governance Asset 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
Q1 		– Sell
-122,052
Closed -$10.5M – 71
2025
Q4 		$10.5M Buy
+122,052
New +$10M 1.87% 26

Other funds holding TRU

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
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 $3.37T AUM 44.26% 1-Year Est. Return

Wealth High Governance Asset Management's TRU Position: Q1 2026 in Review

Wealth High Governance Asset Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 122,052 shares — an estimated $10.5M sold.

Wealth High Governance Asset Management first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $10.5M in Q4 2025. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Wealth High Governance Asset Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 122,052 TransUnion shares in Q1 2026, an estimated $10.5M.
  • Wealth High Governance Asset Management first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
  • Wealth High Governance Asset Management's TransUnion position peaked at $10.5M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.