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Worthington Financial Partners’s TransUnion TRU Stock Holding History

Worthington Financial Partners’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 		$884K Sell
12,260
-62
-0.5% -$4.35K 0.73% 49
2026
Q1 		$853K Buy
12,322
+4,326
+54% +$331K 0.73% 43
2025
Q4 		$686K Buy
+7,996
New +$657K 0.61% 54

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IFP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Worthington Financial Partners's TRU Position: Q2 2026 in Review

Worthington Financial Partners reduced its TransUnion (TRU) stake by 0.5% in Q2 2026, selling an estimated $4.35K and leaving 12,260 shares worth $884K. The position accounts for 0.73% of the portfolio, ranked #49.

Worthington Financial Partners first reported a position in TRU in Q4 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Worthington Financial Partners held 12,260 shares of TransUnion worth $884K as of Q2 2026.
  • Worthington Financial Partners sold 62 TransUnion shares in Q2 2026, an estimated $4.35K.
  • TransUnion made up 0.73% of Worthington Financial Partners's portfolio in Q2 2026, its #49 holding.
  • Worthington Financial Partners first reported a position in TransUnion in Q4 2025 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.