CCM
TRU icon

Coldstream Capital Management’s TransUnion TRU Stock Holding History

Coldstream Capital 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
Q1 		– Sell
-2,489
Closed -$213K – 1264
2025
Q4 		$213K Buy
+2,489
New +$205K ﹤0.01% 1065
2025
Q2 		– Sell
-1,913
Closed -$159K – 3189
2025
Q1 		$159K Buy
+1,913
New +$175K ﹤0.01% 1123
2024
Q4 		– Sell
-2,016
Closed -$211K – 1111
2024
Q3 		$211K Buy
+2,016
New +$182K ﹤0.01% 1012

Other funds holding TRU

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Coldstream Capital Management's TRU Position: Q1 2026 in Review

Coldstream Capital Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,489 shares — an estimated $213K sold.

Coldstream Capital Management first reported a position in TRU in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Coldstream Capital Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,489 TransUnion shares in Q1 2026, an estimated $213K.
  • Coldstream Capital Management first reported a position in TransUnion in Q3 2024 and held it in 3 quarters.
  • Coldstream Capital Management's TransUnion position peaked at $213K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.