Catalyst Funds Management’s TransUnion TRU Stock Holding History

Catalyst Funds 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	$628K	Sell	8,700 -30,720	-78%	-$2.15M	0.04%	359
2026 Q1	$2.73M	Buy	39,420 +13,100	+50%	+$1M	0.46%	53
2025 Q4	$2.26M	Sell	26,320 -10,800	-29%	-$887K	0.52%	39
2025 Q3	$3.11M	Buy	37,120 +16,100	+77%	+$1.46M	0.47%	42
2025 Q2	$1.85M	Buy	21,020 +1,820	+9%	+$152K	0.51%	49
2025 Q1	$1.59M	Buy	+19,200	New	+$1.75M	0.42%	70
2024 Q4	–	Sell	-800	Closed	-$83.8K	–	1199
2024 Q3	$83.8K	Buy	800 +600	+300%	+$54.1K	0.02%	556
2024 Q2	$14.8K	Buy	+200	New	+$14.9K	﹤0.01%	787

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 $3.37T AUM 44.26% 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

Catalyst Funds Management's TRU Position: Q2 2026 in Review

Catalyst Funds Management reduced its TransUnion (TRU) stake by 78% in Q2 2026, selling an estimated $2.15M and leaving 8,700 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #359.

Catalyst Funds Management first reported a position in TRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q3 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Catalyst Funds Management held 8,700 shares of TransUnion worth $628K as of Q2 2026.
Catalyst Funds Management sold 30,720 TransUnion shares in Q2 2026, an estimated $2.15M.
TransUnion made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #359 holding.
Catalyst Funds Management first reported a position in TransUnion in Q2 2024 and has held it in 8 quarters since.
Catalyst Funds Management's TransUnion position peaked at $3.11M in Q3 2025.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.