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C.T. Fitzpatrick’s TransUnion TRU Stock Holding History

C.T. Fitzpatrick’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 		$195M Sell
2,707,249
-500,156
-16% -$35.1M 5.94% 8
2026
Q1 		$222M Buy
3,207,405
+2,144,821
+202% +$164M 5.88% 6
2025
Q4 		$91M Buy
+1,062,584
New +$87.3M 1.64% 19

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

C.T. Fitzpatrick's TRU Position: Q2 2026 in Review

C.T. Fitzpatrick reduced its TransUnion (TRU) stake by 16% in Q2 2026, selling an estimated $35.1M and leaving 2,707,249 shares worth $195M. The position accounts for 5.94% of the portfolio, ranked #8.

C.T. Fitzpatrick first reported a position in TRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $222M in Q1 2026. 518 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • C.T. Fitzpatrick held 2,707,249 shares of TransUnion worth $195M as of Q2 2026.
  • C.T. Fitzpatrick sold 500,156 TransUnion shares in Q2 2026, an estimated $35.1M.
  • TransUnion made up 5.94% of C.T. Fitzpatrick's portfolio in Q2 2026, its #8 holding.
  • C.T. Fitzpatrick first reported a position in TransUnion in Q4 2025 and has held it in 3 quarters since.
  • C.T. Fitzpatrick's TransUnion position peaked at $222M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Vulcan Value Partners's 13F filing for Q2 2026, filed 10 Aug 2026.