WANY
TRU icon

Wealthspire Advisors (New York)’s TransUnion TRU Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-252
Closed -$21.1K – 2753
2025
Q3 		$21.1K Buy
+252
New +$22.9K ﹤0.01% 1659

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TransUnion (TRU) in Q4 2025, closing a stake of 252 shares — an estimated $21.1K sold.

Wealthspire Advisors (New York) first reported a position in TRU in Q3 2025 and held it in 1 quarter. The position peaked at $21.1K in Q3 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 252 TransUnion shares in Q4 2025, an estimated $21.1K.
  • Wealthspire Advisors (New York) first reported a position in TransUnion in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TransUnion position peaked at $21.1K in Q3 2025.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.