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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Western Pacific Wealth Management's TRU Position: Q1 2026 in Review

Western Pacific Wealth Management reduced its TransUnion (TRU) stake by 25% in Q1 2026, selling an estimated $26.9K and leaving 1,035 shares worth $71.6K. The position accounts for 0.07% of the portfolio, ranked #99.

Western Pacific Wealth Management first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $145K in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Western Pacific Wealth Management held 1,035 shares of TransUnion worth $71.6K as of Q1 2026.
  • Western Pacific Wealth Management sold 352 TransUnion shares in Q1 2026, an estimated $26.9K.
  • TransUnion made up 0.07% of Western Pacific Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Western Pacific Wealth Management first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
  • Western Pacific Wealth Management's TransUnion position peaked at $145K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.