Optas LLC’s TransUnion TRU Stock Holding History

Optas LLC’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	–	Sell	-2,630	Closed	-$226K	–	539
2025 Q4	$226K	Buy	+2,630	New	+$216K	0.04%	399

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Optas LLC's TRU Position: Q1 2026 in Review

Optas LLC sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,630 shares — an estimated $226K sold.

Optas LLC first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Optas LLC reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Optas LLC sold 2,630 TransUnion shares in Q1 2026, an estimated $226K.
Optas LLC first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
Optas LLC's TransUnion position peaked at $226K in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.