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Everpar Advisors’s TransUnion TRU Stock Holding History

Everpar Advisors’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
-2,275
Closed -$200K – 289
2025
Q2 		$200K Buy
+2,275
New +$190K 0.09% 264
2025
Q1 		– Sell
-2,778
Closed -$258K – 275
2024
Q4 		$258K Sell
2,778
-78
-3% -$7.9K 0.13% 217
2024
Q3 		$299K Sell
2,856
-281
-9% -$25.3K 0.15% 188
2024
Q2 		$233K Buy
3,137
+88
+3% +$6.57K 0.12% 233
2024
Q1 		$243K Sell
3,049
-1,689
-36% -$124K 0.15% 203
2023
Q4 		$326K Buy
+4,738
New +$289K 0.15% 208

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

Everpar Advisors's TRU Position: Q3 2025 in Review

Everpar Advisors sold out of TransUnion (TRU) in Q3 2025, closing a stake of 2,275 shares — an estimated $200K sold.

Everpar Advisors first reported a position in TRU in Q4 2023 and held it in 6 quarters. The position peaked at $326K in Q4 2023. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Everpar Advisors reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Everpar Advisors sold 2,275 TransUnion shares in Q3 2025, an estimated $200K.
  • Everpar Advisors first reported a position in TransUnion in Q4 2023 and held it in 6 quarters.
  • Everpar Advisors's TransUnion position peaked at $326K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Everpar Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.