MF
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Milford Funds’s TransUnion TRU Stock Holding History

Milford Funds’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 		$8.57M Sell
123,797
-345,310
-74% -$26.4M 0.18% 63
2025
Q4 		$40.2M Buy
+469,107
New +$38.5M 0.79% 41

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

Milford Funds's TRU Position: Q1 2026 in Review

Milford Funds reduced its TransUnion (TRU) stake by 74% in Q1 2026, selling an estimated $26.4M and leaving 123,797 shares worth $8.57M. The position accounts for 0.18% of the portfolio, ranked #63.

Milford Funds first reported a position in TRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.2M in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Milford Funds held 123,797 shares of TransUnion worth $8.57M as of Q1 2026.
  • Milford Funds sold 345,310 TransUnion shares in Q1 2026, an estimated $26.4M.
  • TransUnion made up 0.18% of Milford Funds's portfolio in Q1 2026, its #63 holding.
  • Milford Funds first reported a position in TransUnion in Q4 2025 and has held it in 2 quarters since.
  • Milford Funds's TransUnion position peaked at $40.2M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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