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Osterweis Capital Management’s TransUnion TRU Stock Holding History

Osterweis Capital 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
2025
Q4 		– Sell
-508
Closed -$42.6K – 313
2025
Q3 		$42.6K Hold
508
– – ﹤0.01% 216
2025
Q2 		$44.7K Buy
+508
New +$42.4K ﹤0.01% 220

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Osterweis Capital Management's TRU Position: Q4 2025 in Review

Osterweis Capital Management sold out of TransUnion (TRU) in Q4 2025, closing a stake of 508 shares — an estimated $42.6K sold.

Osterweis Capital Management first reported a position in TRU in Q2 2025 and held it in 2 quarters. The position peaked at $44.7K in Q2 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Osterweis Capital Management reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 508 TransUnion shares in Q4 2025, an estimated $42.6K.
  • Osterweis Capital Management first reported a position in TransUnion in Q2 2025 and held it in 2 quarters.
  • Osterweis Capital Management's TransUnion position peaked at $44.7K in Q2 2025.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.