Basepoint Wealth’s TransUnion TRU Stock Holding History

Basepoint 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
2026 Q1	$14.5K	Sell	209 -68	-25%	-$5.21K	0.01%	358
2025 Q4	$23.8K	Buy	+277	New	+$22.8K	0.01%	299
2024 Q4	–	Sell	-2,493	Closed	-$261K	–	116
2024 Q3	$261K	Sell	2,493 -1,005	-29%	-$90.6K	0.19%	92
2024 Q2	$259K	Sell	3,498 -1,697	-33%	-$127K	0.2%	91
2024 Q1	$415K	Sell	5,195 -685	-12%	-$50.2K	0.31%	73
2023 Q4	$404K	Sell	5,880 -196	-3%	-$11.9K	0.32%	72
2023 Q3	$436K	Sell	6,076 -225	-4%	-$17.6K	0.36%	65
2023 Q2	$494K	Buy	6,301 +1,396	+28%	+$96.6K	0.41%	60
2023 Q1	$305K	Buy	+4,905	New	+$321K	0.25%	77

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

Basepoint Wealth's TRU Position: Q1 2026 in Review

Basepoint Wealth reduced its TransUnion (TRU) stake by 25% in Q1 2026, selling an estimated $5.21K and leaving 209 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #358.

Basepoint Wealth first reported a position in TRU in Q1 2023 and has held it in 9 quarters since. The position peaked at $494K in Q2 2023. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Basepoint Wealth held 209 shares of TransUnion worth $14.5K as of Q1 2026.
Basepoint Wealth sold 68 TransUnion shares in Q1 2026, an estimated $5.21K.
TransUnion made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #358 holding.
Basepoint Wealth first reported a position in TransUnion in Q1 2023 and has held it in 9 quarters since.
Basepoint Wealth's TransUnion position peaked at $494K in Q2 2023.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.