Forum Financial Management’s TransUnion TRU Stock Holding History

Forum Financial 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	–	Sell	-3,022	Closed	-$259K	–	937
2025 Q4	$259K	Sell	3,022 -1,958	-39%	-$161K	﹤0.01%	825
2025 Q3	$417K	Buy	4,980 +782	+19%	+$71K	0.01%	550
2025 Q2	$369K	Buy	4,198 +399	+11%	+$33.3K	0.01%	545
2025 Q1	$315K	Sell	3,799 -49	-1%	-$4.47K	0.01%	570
2024 Q4	$357K	Buy	3,848 +665	+21%	+$67.4K	0.01%	519
2024 Q3	$333K	Buy	3,183 +1	+0%	+$90	0.01%	469
2024 Q2	$236K	Buy	3,182 +3	+0.1%	+$224	﹤0.01%	588
2024 Q1	$254K	Hold	3,179	–	–	﹤0.01%	585
2023 Q4	$218K	Buy	3,179 +220	+7%	+$13.4K	﹤0.01%	604
2023 Q3	$212K	Hold	2,959	–	–	﹤0.01%	567
2023 Q2	$232K	Buy	+2,959	New	+$205K	0.01%	546
2022 Q2	–	Sell	-2,779	Closed	-$287K	–	651
2022 Q1	$287K	Hold	2,779	–	–	0.01%	413
2021 Q4	$330K	Buy	+2,779	New	+$319K	0.02%	373

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

Forum Financial Management's TRU Position: Q1 2026 in Review

Forum Financial Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 3,022 shares — an estimated $259K sold.

Forum Financial Management first reported a position in TRU in Q4 2021 and held it in 13 quarters. The position peaked at $417K in Q3 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Forum Financial Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,022 TransUnion shares in Q1 2026, an estimated $259K.
Forum Financial Management first reported a position in TransUnion in Q4 2021 and held it in 13 quarters.
Forum Financial Management's TransUnion position peaked at $417K in Q3 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.