&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 Q2	$421K	Sell	5,836 -1,297	-18%	-$90.9K	﹤0.01%	1937
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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

&Partners's TRU Position: Q2 2026 in Review

&Partners reduced its TransUnion (TRU) stake by 18% in Q2 2026, selling an estimated $90.9K and leaving 5,836 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

&Partners first reported a position in TRU in Q3 2024 and has held it in 8 quarters since. The position peaked at $619K in Q2 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

&Partners held 5,836 shares of TransUnion worth $421K as of Q2 2026.
&Partners sold 1,297 TransUnion shares in Q2 2026, an estimated $90.9K.
TransUnion made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1937 holding.
&Partners first reported a position in TransUnion in Q3 2024 and has held it in 8 quarters since.
&Partners's TransUnion position peaked at $619K in Q2 2025.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.