WT
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Whittier Trust’s TransUnion TRU Stock Holding History

Whittier Trust’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 		– Sell
-81
Closed -$6.7K – 1434
2025
Q4 		$6.7K Hold
81
– – ﹤0.01% 1192
2025
Q3 		$6.26K Hold
81
– – ﹤0.01% 1197
2025
Q2 		$7.13K Hold
81
– – ﹤0.01% 1290
2025
Q1 		$6.72K Hold
81
– – ﹤0.01% 1276
2024
Q4 		$7.51K Hold
81
– – ﹤0.01% 1292
2024
Q3 		$8.48K Sell
81
-169
-68% -$15.2K ﹤0.01% 1291
2024
Q2 		$18.5K Buy
250
+169
+209% +$12.6K ﹤0.01% 1105
2024
Q1 		$6.46K Hold
81
– – ﹤0.01% 1326
2023
Q4 		$5.56K Sell
81
-2
-2% -$122 ﹤0.01% 1315
2023
Q3 		$5.96K Buy
83
+2
+2% +$157 ﹤0.01% 1346
2023
Q2 		$6.34K Hold
81
– – ﹤0.01% 1335
2023
Q1 		$5.03K Hold
81
– – ﹤0.01% 1391
2022
Q4 		$4.6K Sell
81
-489
-86% -$28.7K ﹤0.01% 1395
2022
Q3 		$34K Sell
570
-90
-14% -$6.92K ﹤0.01% 1050
2022
Q2 		$53K Buy
660
+72
+12% +$6.2K ﹤0.01% 947
2022
Q1 		$61K Buy
588
+55
+10% +$5.58K ﹤0.01% 927
2021
Q4 		$63K Hold
533
– – ﹤0.01% 928
2021
Q3 		$60K Buy
533
+22
+4% +$2.59K ﹤0.01% 891
2021
Q2 		$56K Sell
511
-35
-6% -$3.65K ﹤0.01% 931
2021
Q1 		$49K Buy
546
+116
+27% +$10.5K ﹤0.01% 938
2020
Q4 		$43K Buy
+430
New +$39.4K ﹤0.01% 884
2020
Q2 		– Sell
-9
Closed -$1K – 1511
2020
Q1 		$1K Hold
9
– – ﹤0.01% 1432
2019
Q4 		$1K Buy
+9
New +$750 ﹤0.01% 1473

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

Whittier Trust's TRU Position: Q1 2026 in Review

Whittier Trust sold out of TransUnion (TRU) in Q1 2026, closing a stake of 81 shares — an estimated $6.7K sold.

Whittier Trust first reported a position in TRU in Q4 2019 and held it in 23 quarters. The position peaked at $63K in Q4 2021. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Whittier Trust reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 81 TransUnion shares in Q1 2026, an estimated $6.7K.
  • Whittier Trust first reported a position in TransUnion in Q4 2019 and held it in 23 quarters.
  • Whittier Trust's TransUnion position peaked at $63K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.