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D.B. Root & Company’s TransUnion TRU Stock Holding History

D.B. Root & Company’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
-3,357
Closed -$295K – 200
2025
Q2 		$295K Sell
3,357
-378
-10% -$31.5K 0.09% 152
2025
Q1 		$310K Sell
3,735
-372
-9% -$34K 0.1% 132
2024
Q4 		$381K Sell
4,107
-177
-4% -$17.9K 0.12% 122
2024
Q3 		$449K Buy
+4,284
New +$386K 0.15% 101

Other funds holding TRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

D.B. Root & Company's TRU Position: Q3 2025 in Review

D.B. Root & Company sold out of TransUnion (TRU) in Q3 2025, closing a stake of 3,357 shares — an estimated $295K sold.

D.B. Root & Company first reported a position in TRU in Q3 2024 and held it in 4 quarters. The position peaked at $449K in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • D.B. Root & Company reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • D.B. Root & Company sold 3,357 TransUnion shares in Q3 2025, an estimated $295K.
  • D.B. Root & Company first reported a position in TransUnion in Q3 2024 and held it in 4 quarters.
  • D.B. Root & Company's TransUnion position peaked at $449K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on D.B. Root & Company's 13F filing for Q3 2025, filed 6 Nov 2025.