Knollwood Investment Advisory’s TransUnion TRU Stock Holding History

Knollwood Investment Advisory’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	$948K	Hold	13,700	–	–	0.1%	169
2025 Q4	$1.17M	Hold	13,700	–	–	0.11%	158
2025 Q3	$1.15M	Hold	13,700	–	–	0.1%	176
2025 Q2	$1.21M	Hold	13,700	–	–	0.12%	170
2025 Q1	$1.14M	Hold	13,700	–	–	0.13%	170
2024 Q4	$1.27M	Hold	13,700	–	–	0.13%	158
2024 Q3	$1.43M	Hold	13,700	–	–	0.15%	157
2024 Q2	$1.02M	Buy	+13,700	New	+$1.02M	0.11%	185

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Knollwood Investment Advisory's TRU Position: Q1 2026 in Review

Knollwood Investment Advisory held its TransUnion (TRU) position steady in Q1 2026 at 13,700 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #169.

Knollwood Investment Advisory first reported a position in TRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2024. 561 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Knollwood Investment Advisory held 13,700 shares of TransUnion worth $948K as of Q1 2026.
Knollwood Investment Advisory left its TransUnion share count unchanged in Q1 2026.
TransUnion made up 0.1% of Knollwood Investment Advisory's portfolio in Q1 2026, its #169 holding.
Knollwood Investment Advisory first reported a position in TransUnion in Q2 2024 and has held it in 8 quarters since.
Knollwood Investment Advisory's TransUnion position peaked at $1.43M in Q3 2024.
561 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.