InceptionR’s TransUnion TRU Stock Holding History

InceptionR’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	-17,114	Closed	-$1.18M	–	917
2026 Q1	$1.18M	Buy	+17,114	New	+$1.31M	0.29%	100
2025 Q1	–	Sell	-12,286	Closed	-$1.14M	–	838
2024 Q4	$1.14M	Buy	+12,286	New	+$1.24M	0.25%	132
2024 Q1	–	Sell	-3,584	Closed	-$246K	–	731
2023 Q4	$246K	Sell	3,584 -3,815	-52%	-$232K	0.18%	266
2023 Q3	$531K	Buy	+7,399	New	+$580K	0.3%	135

Other funds holding TRU

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

InceptionR's TRU Position: Q2 2026 in Review

InceptionR sold out of TransUnion (TRU) in Q2 2026, closing a stake of 17,114 shares — an estimated $1.18M sold.

InceptionR first reported a position in TRU in Q3 2023 and held it in 4 quarters. The position peaked at $1.18M in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

InceptionR reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
InceptionR sold 17,114 TransUnion shares in Q2 2026, an estimated $1.18M.
InceptionR first reported a position in TransUnion in Q3 2023 and held it in 4 quarters.
InceptionR's TransUnion position peaked at $1.18M in Q1 2026.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.