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Winnow Wealth’s TransUnion TRU Stock Holding History

Winnow Wealth’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
-1
Closed -$84 – 651
2025
Q3 		$84 Buy
+1
New +$91 ﹤0.01% 546
2025
Q2 		– Sell
-6
Closed -$422 – 633
2025
Q1 		$422 Buy
6
+2
+50% +$183 ﹤0.01% 530
2024
Q4 		$317 Buy
+4
New +$405 ﹤0.01% 518

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Winnow Wealth's TRU Position: Q4 2025 in Review

Winnow Wealth sold out of TransUnion (TRU) in Q4 2025, closing a stake of 1 share — an estimated $84 sold.

Winnow Wealth first reported a position in TRU in Q4 2024 and held it in 3 quarters. The position peaked at $422 in Q1 2025. 586 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Winnow Wealth reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 1 TransUnion share in Q4 2025, an estimated $84.
  • Winnow Wealth first reported a position in TransUnion in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's TransUnion position peaked at $422 in Q1 2025.
  • 586 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.