Optima Capital’s TransUnion TRU Stock Holding History

Optima Capital’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	-1	Closed	-$86	–	1197
2025 Q4	$86	Buy	+1	New	+$82	﹤0.01%	1372

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

Optima Capital's TRU Position: Q1 2026 in Review

Optima Capital sold out of TransUnion (TRU) in Q1 2026, closing a stake of 1 share — an estimated $86 sold.

Optima Capital first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $86 in Q4 2025. 560 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Optima Capital reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 TransUnion share in Q1 2026, an estimated $86.
Optima Capital first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
Optima Capital's TransUnion position peaked at $86 in Q4 2025.
560 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.