&Partners’s TransUnion TRU Stock Holding History

&Partners’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	$494K	Buy	7,133 +246	+4%	+$18.8K	﹤0.01%	1700
2025 Q4	$591K	Buy	6,887 +52	+0.8%	+$4.27K	﹤0.01%	1520
2025 Q3	$573K	Sell	6,835 -195	-3%	-$17.7K	﹤0.01%	1376
2025 Q2	$619K	Sell	7,030 -482	-6%	-$40.2K	﹤0.01%	1245
2025 Q1	$618K	Buy	7,512 +2,345	+45%	+$214K	0.01%	1037
2024 Q4	$477K	Buy	5,167 +1,075	+26%	+$109K	0.01%	1094
2024 Q3	$428K	Buy	+4,092	New	+$369K	0.01%	935

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

&Partners's TRU Position: Q1 2026 in Review

&Partners increased its TransUnion (TRU) stake by 3.6% in Q1 2026, buying an estimated $18.8K and bringing the position to 7,133 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

&Partners first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $619K in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

&Partners held 7,133 shares of TransUnion worth $494K as of Q1 2026.
&Partners bought 246 TransUnion shares in Q1 2026, an estimated $18.8K.
TransUnion made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1700 holding.
&Partners first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
&Partners's TransUnion position peaked at $619K in Q2 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.