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Whalen Wealth Management’s TransUnion TRU Stock Holding History

Whalen 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
2025
Q3 		– Sell
-2,830
Closed -$249K – 263
2025
Q2 		$249K Buy
+2,830
New +$236K 0.16% 175

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T. Rowe Price Investment Management
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MG
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FCM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Whalen Wealth Management's TRU Position: Q3 2025 in Review

Whalen Wealth Management sold out of TransUnion (TRU) in Q3 2025, closing a stake of 2,830 shares — an estimated $249K sold.

Whalen Wealth Management first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $249K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Whalen Wealth Management reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,830 TransUnion shares in Q3 2025, an estimated $249K.
  • Whalen Wealth Management first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's TransUnion position peaked at $249K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.