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Evergreen Capital Management’s TransUnion TRU Stock Holding History

Evergreen 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 		$849K Buy
12,276
+7,159
+140% +$548K 0.02% 546
2025
Q4 		$439K Buy
+5,117
New +$420K 0.01% 822

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

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

Evergreen Capital Management increased its TransUnion (TRU) stake by 140% in Q1 2026, buying an estimated $548K and bringing the position to 12,276 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #546.

Evergreen Capital Management first reported a position in TRU in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Evergreen Capital Management held 12,276 shares of TransUnion worth $849K as of Q1 2026.
  • Evergreen Capital Management bought 7,159 TransUnion shares in Q1 2026, an estimated $548K.
  • TransUnion made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #546 holding.
  • Evergreen Capital Management first reported a position in TransUnion in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.