J. Safra Sarasin Holding’s TransUnion TRU Stock Holding History

J. Safra Sarasin Holding’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	$648K	Buy	+8,986	New	+$630K	0.01%	487
2026 Q1	–	Sell	-6,554	Closed	-$562K	–	589
2025 Q4	$562K	Buy	6,554 +305	+5%	+$25.1K	0.01%	388
2025 Q3	$524K	Sell	6,249 -2,187	-26%	-$199K	0.01%	411
2025 Q2	$742K	Sell	8,436 -1,260	-13%	-$105K	0.01%	326
2025 Q1	$805K	Sell	9,696 -265	-3%	-$24.2K	0.01%	367
2024 Q4	$923K	Buy	9,961 +7,429	+293%	+$753K	0.02%	351
2024 Q3	$265K	Buy	+2,532	New	+$228K	﹤0.01%	419

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

J. Safra Sarasin Holding's TRU Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in TransUnion (TRU) in Q2 2026: 8,986 shares worth $648K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in TRU as recently as Q4 2025.

J. Safra Sarasin Holding first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $923K in Q4 2024. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

J. Safra Sarasin Holding held 8,986 shares of TransUnion worth $648K as of Q2 2026.
TransUnion was a new J. Safra Sarasin Holding position in Q2 2026.
TransUnion made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #487 holding.
J. Safra Sarasin Holding first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
J. Safra Sarasin Holding's TransUnion position peaked at $923K in Q4 2024.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.