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Wealth Preservation Advisors’s TransUnion TRU Stock Holding History

Wealth Preservation 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
-137
Closed -$9.48K – 876
2026
Q1 		$9.48K Buy
+137
New +$10.5K 0.01% 421

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

Wealth Preservation Advisors's TRU Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of TransUnion (TRU) in Q2 2026, closing a stake of 137 shares — an estimated $9.48K sold.

Wealth Preservation Advisors first reported a position in TRU in Q1 2026 and held it in 1 quarter. The position peaked at $9.48K in Q1 2026. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 137 TransUnion shares in Q2 2026, an estimated $9.48K.
  • Wealth Preservation Advisors first reported a position in TransUnion in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's TransUnion position peaked at $9.48K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.