HFM
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Harvest Fund Management’s TransUnion TRU Stock Holding History

Harvest Fund 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
-10
Closed -$1K – 558
2026
Q1 		$1K Hold
10
– – ﹤0.01% 526
2025
Q4 		$1K Hold
10
– – ﹤0.01% 588
2025
Q3 		$1K Sell
10
-61
-86% -$5.54K ﹤0.01% 622
2025
Q2 		$6K Sell
71
-110
-61% -$9.17K ﹤0.01% 545
2025
Q1 		$15K Sell
181
-1,031
-85% -$94.2K ﹤0.01% 566
2024
Q4 		$112K Sell
1,212
-43
-3% -$4.36K 0.01% 546
2024
Q3 		$131K Buy
+1,255
New +$113K 0.01% 386
2019
Q4 		– Sell
-358
Closed -$29K – 473
2019
Q3 		$29K Buy
+358
New +$28.8K ﹤0.01% 342
2018
Q4 		– Sell
-752
Closed -$55K – 453
2018
Q3 		$55K Buy
752
+369
+96% +$27.4K 0.01% 350
2018
Q2 		$27K Buy
+383
New +$25.5K ﹤0.01% 276

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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

Harvest Fund Management's TRU Position: Q2 2026 in Review

Harvest Fund Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 10 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in TRU in Q2 2018 and held it in 10 quarters. The position peaked at $131K in Q3 2024. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Harvest Fund Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Harvest Fund Management sold 10 TransUnion shares in Q2 2026, an estimated $1K.
  • Harvest Fund Management first reported a position in TransUnion in Q2 2018 and held it in 10 quarters.
  • Harvest Fund Management's TransUnion position peaked at $131K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.