Capstone Investment Advisors
TRU icon

Capstone Investment Advisors’s TransUnion TRU Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-6,900
Closed -$607K – 2071
2025
Q2 		$607K Buy
+6,900
New +$575K ﹤0.01% 1056
2024
Q4 		– Sell
-2,250
Closed -$236K – 2012
2024
Q3 		$236K Buy
+2,250
New +$203K ﹤0.01% 1518
2023
Q4 		– Sell
-3,639
Closed -$261K – 2413
2023
Q3 		$261K Buy
+3,639
New +$285K ﹤0.01% 1676
2017
Q2 		– Sell
-54,129
Closed -$2.08M – 927
2017
Q1 		$2.08M Buy
54,129
+40,634
+301% +$1.43M 0.05% 277
2016
Q4 		$417K Buy
+13,495
New +$424K 0.01% 631

Other funds holding TRU

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Vanguard Group
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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
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 $3.38T AUM 44.17% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capstone Investment Advisors's TRU Position: Q3 2025 in Review

Capstone Investment Advisors sold out of TransUnion (TRU) in Q3 2025, closing a stake of 6,900 shares — an estimated $607K sold.

Capstone Investment Advisors first reported a position in TRU in Q4 2016 and held it in 5 quarters. The position peaked at $2.08M in Q1 2017. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Capstone Investment Advisors reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,900 TransUnion shares in Q3 2025, an estimated $607K.
  • Capstone Investment Advisors first reported a position in TransUnion in Q4 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's TransUnion position peaked at $2.08M in Q1 2017.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.