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Bradley Foster & Sargent’s TransUnion TRU Stock Holding History

Bradley Foster & Sargent’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
-15,792
Closed -$1.32M – 545
2025
Q3 		$1.32M Buy
15,792
+13,422
+566% +$1.22M 0.02% 261
2025
Q2 		$209K Buy
+2,370
New +$198K ﹤0.01% 528
2025
Q1 		– Sell
-17,638
Closed -$1.64M – 474
2024
Q4 		$1.64M Sell
17,638
-129,436
-88% -$13.1M 0.03% 226
2024
Q3 		$15.4M Buy
147,074
+32,608
+28% +$2.94M 0.26% 84
2024
Q2 		$8.49M Buy
114,466
+2,924
+3% +$218K 0.15% 109
2024
Q1 		$8.9M Sell
111,542
-18,019
-14% -$1.32M 0.16% 109
2023
Q4 		$8.9M Sell
129,561
-16,036
-11% -$976K 0.17% 106
2023
Q3 		$11.4M Hold
145,597
– – 0.24% 85
2023
Q2 		$11.4M Buy
145,597
+6,785
+5% +$469K 0.24% 85
2023
Q1 		$8.63M Buy
138,812
+18,193
+15% +$1.19M 0.21% 90
2022
Q4 		$6.85M Sell
120,619
-146,812
-55% -$8.6M 0.17% 93
2022
Q3 		$15.9M Buy
267,431
+252,004
+1,634% +$19.4M 0.44% 59
2022
Q2 		$1.23M Buy
+15,427
New +$1.33M 0.03% 215
2021
Q1 		– Sell
-6,470
Closed -$642K – 385
2020
Q4 		$642K Hold
6,470
– – 0.02% 260
2020
Q3 		$544K Buy
+6,470
New +$559K 0.02% 245
2020
Q1 		$432K Sell
6,530
-123,234
-95% -$10.6M 0.02% 241
2019
Q4 		$11.1M Sell
129,764
-11,145
-8% -$928K 0.34% 74
2019
Q3 		$11.4M Sell
140,909
-112,345
-44% -$9.03M 0.38% 73
2019
Q2 		$18.6M Buy
253,254
+4,795
+2% +$328K 0.62% 54
2019
Q1 		$16.6M Sell
248,459
-825
-0.3% -$51.1K 0.58% 57
2018
Q4 		$14.2M Sell
249,284
-8,113
-3% -$519K 0.57% 58
2018
Q3 		$18.9M Sell
257,397
-9,855
-4% -$733K 0.64% 47
2018
Q2 		$19.1M Buy
267,252
+241,932
+955% +$16.1M 0.69% 46
2018
Q1 		$1.44M Sell
25,320
-2,985
-11% -$172K 0.05% 187
2017
Q4 		$1.56M Buy
28,305
+5,410
+24% +$288K 0.06% 182
2017
Q3 		$1.08M Hold
22,895
– – 0.04% 207
2017
Q2 		$992K Buy
+22,895
New +$949K 0.04% 207

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Bradley Foster & Sargent's TRU Position: Q4 2025 in Review

Bradley Foster & Sargent sold out of TransUnion (TRU) in Q4 2025, closing a stake of 15,792 shares — an estimated $1.32M sold.

Bradley Foster & Sargent first reported a position in TRU in Q2 2017 and held it in 27 quarters. The position peaked at $19.1M in Q2 2018. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Bradley Foster & Sargent reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 15,792 TransUnion shares in Q4 2025, an estimated $1.32M.
  • Bradley Foster & Sargent first reported a position in TransUnion in Q2 2017 and held it in 27 quarters.
  • Bradley Foster & Sargent's TransUnion position peaked at $19.1M in Q2 2018.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Bradley Foster & Sargent's 13F filing for Q4 2025, filed 12 Feb 2026.