MIM
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Morningstar Investment Management’s TransUnion TRU Stock Holding History

Morningstar Investment Management’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 		$2.69M Hold
38,839
– – 0.17% 145
2026
Q1 		$2.69M Buy
38,839
+4,844
+14% +$371K 0.17% 143
2025
Q4 		$2.92M Hold
33,995
– – 0.17% 128
2025
Q3 		$2.85M Buy
+33,995
New +$3.09M 0.1% 204

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
LM
Lansing Management New York $165M AUM 8.95% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Morningstar Investment Management's TRU Position: Q2 2026 in Review

Morningstar Investment Management held its TransUnion (TRU) position steady in Q2 2026 at 38,839 shares worth $2.69M. The position accounts for 0.17% of the portfolio, ranked #145.

Morningstar Investment Management first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q4 2025. 159 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Morningstar Investment Management held 38,839 shares of TransUnion worth $2.69M as of Q2 2026.
  • Morningstar Investment Management left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up 0.17% of Morningstar Investment Management's portfolio in Q2 2026, its #145 holding.
  • Morningstar Investment Management first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's TransUnion position peaked at $2.92M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.