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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
Q2 		– Sell
-12,276
Closed -$849K – 1671
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

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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

Evergreen Capital Management's TRU Position: Q2 2026 in Review

Evergreen Capital Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 12,276 shares — an estimated $849K sold.

Evergreen Capital Management first reported a position in TRU in Q4 2025 and held it in 2 quarters. The position peaked at $849K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Evergreen Capital Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 12,276 TransUnion shares in Q2 2026, an estimated $849K.
  • Evergreen Capital Management first reported a position in TransUnion in Q4 2025 and held it in 2 quarters.
  • Evergreen Capital Management's TransUnion position peaked at $849K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.