FORA Capital’s TransUnion TRU Stock Holding History

FORA Capital’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	$2.01M	Buy	+29,106	New	+$2.23M	0.15%	166
2025 Q3	–	Sell	-2,537	Closed	-$223K	–	672
2025 Q2	$223K	Buy	+2,537	New	+$212K	0.02%	437
2023 Q2	–	Sell	-33,578	Closed	-$2.09M	–	618
2023 Q1	$2.09M	Buy	33,578 +23,246	+225%	+$1.52M	0.21%	138
2022 Q4	$586K	Buy	+10,332	New	+$605K	0.09%	244
2022 Q3	–	Sell	-10,251	Closed	-$820K	–	576
2022 Q2	$820K	Buy	+10,251	New	+$882K	0.16%	178
2021 Q3	–	Sell	-4,074	Closed	-$447K	–	842
2021 Q2	$447K	Buy	4,074 +3,229	+382%	+$337K	0.08%	285
2021 Q1	$76K	Buy	+845	New	+$76.2K	0.03%	461
2020 Q3	–	Sell	-2,462	Closed	-$214K	–	988
2020 Q2	$214K	Buy	+2,462	New	+$196K	0.07%	320
2020 Q1	–	Sell	-7,128	Closed	-$610K	–	1350
2019 Q4	$610K	Buy	+7,128	New	+$594K	0.06%	351

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FORA Capital's TRU Position: Q1 2026 in Review

FORA Capital opened a new position in TransUnion (TRU) in Q1 2026: 29,106 shares worth $2.01M. The stake represents 0.15% of the portfolio and ranks #166 among its holdings. This is a return to the name: FORA Capital previously reported a position in TRU as recently as Q2 2025.

FORA Capital first reported a position in TRU in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2023. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

FORA Capital held 29,106 shares of TransUnion worth $2.01M as of Q1 2026.
TransUnion was a new FORA Capital position in Q1 2026.
TransUnion made up 0.15% of FORA Capital's portfolio in Q1 2026, its #166 holding.
FORA Capital first reported a position in TransUnion in Q4 2019 and has held it in 9 quarters since.
FORA Capital's TransUnion position peaked at $2.09M in Q1 2023.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.