Hengehold Capital Management’s TransUnion TRU Stock Holding History

Hengehold Capital 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	-2,950	Closed	-$253K	–	231
2025 Q4	$253K	Sell	2,950 -4,606	-61%	-$378K	0.02%	196
2025 Q3	$633K	Buy	7,556 +600	+9%	+$54.5K	0.05%	123
2025 Q2	$612K	Buy	6,956 +636	+10%	+$53K	0.06%	123
2025 Q1	$524K	Buy	6,320 +1,424	+29%	+$130K	0.05%	123
2024 Q4	$454K	Buy	4,896 +1,409	+40%	+$143K	0.04%	130
2024 Q3	$365K	Buy	3,487 +396	+13%	+$35.7K	0.03%	138
2024 Q2	$229K	Buy	3,091 +382	+14%	+$28.5K	0.02%	173
2024 Q1	$216K	Buy	+2,709	New	+$199K	0.02%	175

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Hengehold Capital Management's TRU Position: Q1 2026 in Review

Hengehold Capital Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,950 shares — an estimated $253K sold.

Hengehold Capital Management first reported a position in TRU in Q1 2024 and held it in 8 quarters. The position peaked at $633K in Q3 2025. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Hengehold Capital Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Hengehold Capital Management sold 2,950 TransUnion shares in Q1 2026, an estimated $253K.
Hengehold Capital Management first reported a position in TransUnion in Q1 2024 and held it in 8 quarters.
Hengehold Capital Management's TransUnion position peaked at $633K in Q3 2025.
563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Hengehold Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.