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 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

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

InceptionR's TRU Position: Q1 2026 in Review

InceptionR opened a new position in TransUnion (TRU) in Q1 2026: 17,114 shares worth $1.18M. The stake represents 0.29% of the portfolio and ranks #100 among its holdings. This is a return to the name: InceptionR previously reported a position in TRU as recently as Q4 2024.

InceptionR first reported a position in TRU in Q3 2023 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

InceptionR held 17,114 shares of TransUnion worth $1.18M as of Q1 2026.
TransUnion was a new InceptionR position in Q1 2026.
TransUnion made up 0.29% of InceptionR's portfolio in Q1 2026, its #100 holding.
InceptionR first reported a position in TransUnion in Q3 2023 and has held it in 4 quarters since.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.