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Evelyn Partners Investment Management’s TransUnion TRU Stock Holding History

Evelyn Partners Investment 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 		$6.78K Hold
98
– – ﹤0.01% 365
2025
Q4 		$8.4K Hold
98
– – ﹤0.01% 365
2025
Q3 		$8.21K Hold
98
– – ﹤0.01% 360
2025
Q2 		$8.62K Hold
98
– – ﹤0.01% 367
2025
Q1 		$8.13K Hold
98
– – ﹤0.01% 366
2024
Q4 		$9.09K Buy
+98
New +$9.93K ﹤0.01% 364

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evelyn Partners Investment Management's TRU Position: Q1 2026 in Review

Evelyn Partners Investment Management held its TransUnion (TRU) position steady in Q1 2026 at 98 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Evelyn Partners Investment Management first reported a position in TRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.09K in Q4 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Evelyn Partners Investment Management held 98 shares of TransUnion worth $6.78K as of Q1 2026.
  • Evelyn Partners Investment Management left its TransUnion share count unchanged in Q1 2026.
  • TransUnion made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #365 holding.
  • Evelyn Partners Investment Management first reported a position in TransUnion in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's TransUnion position peaked at $9.09K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.