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Caprock Group’s TransUnion TRU Stock Holding History

Caprock Group’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 		$260K Buy
+3,604
New +$253K 0.01% 1083
2026
Q1 		– Sell
-16,791
Closed -$1.44M – 1295
2025
Q4 		$1.44M Buy
16,791
+11,246
+203% +$924K 0.03% 488
2025
Q3 		$491K Buy
+5,545
New +$503K 0.01% 814

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Caprock Group's TRU Position: Q2 2026 in Review

Caprock Group opened a new position in TransUnion (TRU) in Q2 2026: 3,604 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Caprock Group previously reported a position in TRU as recently as Q4 2025.

Caprock Group first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Caprock Group held 3,604 shares of TransUnion worth $260K as of Q2 2026.
  • TransUnion was a new Caprock Group position in Q2 2026.
  • TransUnion made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1083 holding.
  • Caprock Group first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's TransUnion position peaked at $1.44M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.