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Guggenheim Capital’s TransUnion TRU Stock Holding History

Guggenheim 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
2025
Q4 		– Sell
-5,233
Closed -$438K – 1841
2025
Q3 		$438K Buy
+5,233
New +$475K ﹤0.01% 1240
2021
Q3 		– Sell
-13,991
Closed -$1.54M – 2232
2021
Q2 		$1.54M Buy
+13,991
New +$1.46M 0.01% 1258
2019
Q3 		– Sell
-3,351
Closed -$246K – 2152
2019
Q2 		$246K Sell
3,351
-1,302
-28% -$89.1K ﹤0.01% 1952
2019
Q1 		$311K Sell
4,653
-123
-3% -$7.62K ﹤0.01% 1881
2018
Q4 		$271K Buy
4,776
+830
+21% +$53.1K ﹤0.01% 1938
2018
Q3 		$290K Buy
3,946
+998
+34% +$74.2K ﹤0.01% 2223
2018
Q2 		$211K Buy
+2,948
New +$197K ﹤0.01% 2290
2017
Q4 		– Sell
-40,238
Closed -$1.9M – 2808
2017
Q3 		$1.9M Buy
40,238
+1,125
+3% +$51.4K ﹤0.01% 1709
2017
Q2 		$1.69M Buy
39,113
+5,597
+17% +$232K ﹤0.01% 1747
2017
Q1 		$1.29M Sell
33,516
-1,059
-3% -$37.2K ﹤0.01% 1962
2016
Q4 		$1.07M Buy
34,575
+2,099
+6% +$66K ﹤0.01% 2103
2016
Q3 		$1.12M Buy
32,476
+19,993
+160% +$670K ﹤0.01% 2027
2016
Q2 		$417K Buy
+12,483
New +$383K ﹤0.01% 2427

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

Guggenheim Capital's TRU Position: Q4 2025 in Review

Guggenheim Capital sold out of TransUnion (TRU) in Q4 2025, closing a stake of 5,233 shares — an estimated $438K sold.

Guggenheim Capital first reported a position in TRU in Q2 2016 and held it in 13 quarters. The position peaked at $1.9M in Q3 2017. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Guggenheim Capital reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Guggenheim Capital sold 5,233 TransUnion shares in Q4 2025, an estimated $438K.
  • Guggenheim Capital first reported a position in TransUnion in Q2 2016 and held it in 13 quarters.
  • Guggenheim Capital's TransUnion position peaked at $1.9M in Q3 2017.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.