Massachusetts Financial Services
TRU icon

Massachusetts Financial Services’s TransUnion TRU Stock Holding History

Massachusetts Financial Services’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 		$1.6B Sell
13,146,925
-2,393,546
-15% -$183M 0.54% 49
2025
Q4 		$1.33B Sell
15,540,471
-2,734,909
-15% -$225M 0.43% 69
2025
Q3 		$1.53B Sell
18,275,380
-4,445,484
-20% -$404M 0.47% 59
2025
Q2 		$2B Buy
22,720,864
+1,046,391
+5% +$87.3M 0.63% 34
2025
Q1 		$1.8B Buy
21,674,473
+2,134,342
+11% +$195M 0.6% 47
2024
Q4 		$1.81B Buy
19,540,131
+359,569
+2% +$36.4M 0.57% 40
2024
Q3 		$2.01B Buy
19,180,562
+2,840,800
+17% +$256M 0.6% 44
2024
Q2 		$1.21B Buy
16,339,762
+3,977,595
+32% +$297M 0.37% 80
2024
Q1 		$987M Buy
12,362,167
+5,332,270
+76% +$391M 0.29% 97
2023
Q4 		$483M Buy
7,029,897
+5,981,271
+570% +$364M 0.16% 151
2023
Q3 		$75.3M Sell
1,048,626
-4,851
-0.5% -$380K 0.03% 394
2023
Q2 		$82.5M Sell
1,053,477
-2,113,498
-67% -$146M 0.03% 381
2023
Q1 		$197M Sell
3,166,975
-2,203,831
-41% -$144M 0.07% 245
2022
Q4 		$305M Sell
5,370,806
-168,811
-3% -$9.89M 0.11% 181
2022
Q3 		$330M Sell
5,539,617
-3,411,113
-38% -$262M 0.12% 176
2022
Q2 		$716M Buy
8,950,730
+538,979
+6% +$46.4M 0.25% 109
2022
Q1 		$869M Sell
8,411,751
-293,116
-3% -$29.7M 0.26% 101
2021
Q4 		$1.03B Sell
8,704,867
-852,462
-9% -$97.7M 0.28% 99
2021
Q3 		$1.07B Buy
9,557,329
+203,059
+2% +$23.9M 0.31% 88
2021
Q2 		$1.03B Buy
9,354,270
+667,911
+8% +$69.6M 0.3% 97
2021
Q1 		$782M Buy
8,686,359
+1,042,233
+14% +$94M 0.24% 117
2020
Q4 		$758M Buy
7,644,126
+1,439,976
+23% +$132M 0.24% 114
2020
Q3 		$522M Buy
6,204,150
+250,768
+4% +$21.7M 0.19% 128
2020
Q2 		$518M Buy
5,953,382
+590,775
+11% +$47.1M 0.2% 118
2020
Q1 		$355M Buy
5,362,607
+576,896
+12% +$49.8M 0.17% 137
2019
Q4 		$410M Buy
4,785,711
+418,899
+10% +$34.9M 0.15% 147
2019
Q3 		$354M Buy
4,366,812
+157,523
+4% +$12.7M 0.14% 151
2019
Q2 		$309M Buy
4,209,289
+477,677
+13% +$32.7M 0.13% 159
2019
Q1 		$249M Buy
3,731,612
+105,723
+3% +$6.55M 0.11% 174
2018
Q4 		$206M Buy
3,625,889
+334,795
+10% +$21.4M 0.1% 187
2018
Q3 		$242M Buy
3,291,094
+432,056
+15% +$32.1M 0.1% 180
2018
Q2 		$205M Buy
2,859,038
+2,002,196
+234% +$133M 0.09% 192
2018
Q1 		$48.7M Buy
856,842
+544,767
+175% +$31.4M 0.02% 392
2017
Q4 		$17.2M Buy
+312,075
New +$16.6M 0.01% 530

Other funds holding TRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services's TRU Position: Q1 2026 in Review

Massachusetts Financial Services reduced its TransUnion (TRU) stake by 15% in Q1 2026, selling an estimated $183M and leaving 13,146,925 shares worth $1.6B. The position accounts for 0.54% of the portfolio, ranked #49.

Massachusetts Financial Services first reported a position in TRU in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.01B in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Massachusetts Financial Services held 13,146,925 shares of TransUnion worth $1.6B as of Q1 2026.
  • Massachusetts Financial Services sold 2,393,546 TransUnion shares in Q1 2026, an estimated $183M.
  • TransUnion made up 0.54% of Massachusetts Financial Services's portfolio in Q1 2026, its #49 holding.
  • Massachusetts Financial Services first reported a position in TransUnion in Q4 2017 and has held it in 34 quarters since.
  • Massachusetts Financial Services's TransUnion position peaked at $2.01B in Q3 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.