Parnassus Investments
TRU icon

Parnassus Investments’s TransUnion TRU Stock Holding History

Parnassus Investments’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 		$61.6M Sell
890,979
-1,745
-0.2% -$134K 0.18% 75
2025
Q4 		$76.6M Sell
892,724
-75,587
-8% -$6.21M 0.2% 70
2025
Q3 		$81.1M Sell
968,311
-37,743
-4% -$3.43M 0.19% 67
2025
Q2 		$88.5M Sell
1,006,054
-69,616
-6% -$5.81M 0.2% 63
2025
Q1 		$89.3M Sell
1,075,670
-92,076
-8% -$8.41M 0.21% 68
2024
Q4 		$108M Sell
1,167,746
-81,325
-7% -$8.24M 0.24% 57
2024
Q3 		$131M Sell
1,249,071
-40,164
-3% -$3.62M 0.28% 48
2024
Q2 		$95.6M Sell
1,289,235
-110,174
-8% -$8.22M 0.21% 64
2024
Q1 		$112M Sell
1,399,409
-1,002,003
-42% -$73.4M 0.24% 61
2023
Q4 		$165M Buy
2,401,412
+228,491
+11% +$13.9M 0.37% 54
2023
Q3 		$156M Buy
2,172,921
+122,519
+6% +$9.61M 0.38% 54
2023
Q2 		$161M Buy
+2,050,402
New +$142M 0.37% 57

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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