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 Q2	–	Sell	-3,119	Closed	-$216K	–	862
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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baker Avenue Asset Management's TRU Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3,119 shares — an estimated $216K sold.

Baker Avenue Asset Management first reported a position in TRU in Q4 2022 and held it in 5 quarters. The position peaked at $301K in Q4 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Baker Avenue Asset Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
Baker Avenue Asset Management sold 3,119 TransUnion shares in Q2 2026, an estimated $216K.
Baker Avenue Asset Management first reported a position in TransUnion in Q4 2022 and held it in 5 quarters.
Baker Avenue Asset Management's TransUnion position peaked at $301K in Q4 2025.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.