Baker Avenue Asset Management’s TransUnion TRU Stock Holding History

Baker Avenue Asset 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	$216K	Sell	3,119 -390	-11%	-$29.9K	﹤0.01%	708
2025 Q4	$301K	Buy	+3,509	New	+$288K	0.01%	501
2023 Q3	–	Sell	-24	Closed	-$1.88K	–	1737
2023 Q2	$1.88K	Buy	24 +9	+60%	+$623	﹤0.01%	999
2023 Q1	$932	Sell	15 -7	-32%	-$458	﹤0.01%	1204
2022 Q4	$1.25K	Buy	+22	New	+$1.29K	﹤0.01%	1038

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management's TRU Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its TransUnion (TRU) stake by 11% in Q1 2026, selling an estimated $29.9K and leaving 3,119 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Baker Avenue Asset Management first reported a position in TRU in Q4 2022 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Baker Avenue Asset Management held 3,119 shares of TransUnion worth $216K as of Q1 2026.
Baker Avenue Asset Management sold 390 TransUnion shares in Q1 2026, an estimated $29.9K.
TransUnion made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #708 holding.
Baker Avenue Asset Management first reported a position in TransUnion in Q4 2022 and has held it in 5 quarters since.
Baker Avenue Asset Management's TransUnion position peaked at $301K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.