Western Pacific Wealth Management’s TransUnion TRU Stock Holding History

Western Pacific Wealth 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 Q2	$74.7K	Hold	1,035	–	–	0.07%	105
2026 Q1	$71.6K	Sell	1,035 -352	-25%	-$26.9K	0.07%	99
2025 Q4	$119K	Hold	1,387	–	–	0.12%	81
2025 Q3	$116K	Hold	1,387	–	–	0.11%	92
2025 Q2	$122K	Buy	1,387 +66	+5%	+$5.5K	0.12%	93
2025 Q1	$110K	Hold	1,321	–	–	0.1%	95
2024 Q4	$122K	Sell	1,321 -61	-4%	-$6.18K	0.1%	94
2024 Q3	$145K	Buy	+1,382	New	+$125K	0.1%	75

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Western Pacific Wealth Management's TRU Position: Q2 2026 in Review

Western Pacific Wealth Management held its TransUnion (TRU) position steady in Q2 2026 at 1,035 shares worth $74.7K. The position accounts for 0.07% of the portfolio, ranked #105.

Western Pacific Wealth Management first reported a position in TRU in Q3 2024 and has held it in 8 quarters since. The position peaked at $145K in Q3 2024. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Western Pacific Wealth Management held 1,035 shares of TransUnion worth $74.7K as of Q2 2026.
Western Pacific Wealth Management left its TransUnion share count unchanged in Q2 2026.
TransUnion made up 0.07% of Western Pacific Wealth Management's portfolio in Q2 2026, its #105 holding.
Western Pacific Wealth Management first reported a position in TransUnion in Q3 2024 and has held it in 8 quarters since.
Western Pacific Wealth Management's TransUnion position peaked at $145K in Q3 2024.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.