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Plato Investment Management’s TransUnion TRU Stock Holding History

Plato Investment 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
2026
Q1 		$3.74K Hold
54
– – ﹤0.01% 488
2025
Q4 		$4.65K Hold
54
– – ﹤0.01% 478
2025
Q3 		$4.49K Buy
+54
New +$4.9K ﹤0.01% 481
2025
Q1 		– Sell
-1,820
Closed -$169K – 611
2024
Q4 		$169K Buy
+1,820
New +$184K 0.01% 422
2024
Q3 		– Sell
-3,047
Closed -$226K – 575
2024
Q2 		$226K Buy
+3,047
New +$227K 0.02% 328

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Plato Investment Management's TRU Position: Q1 2026 in Review

Plato Investment Management held its TransUnion (TRU) position steady in Q1 2026 at 54 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Plato Investment Management first reported a position in TRU in Q2 2024 and has held it in 5 quarters since. The position peaked at $226K in Q2 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Plato Investment Management held 54 shares of TransUnion worth $3.74K as of Q1 2026.
  • Plato Investment Management left its TransUnion share count unchanged in Q1 2026.
  • TransUnion made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #488 holding.
  • Plato Investment Management first reported a position in TransUnion in Q2 2024 and has held it in 5 quarters since.
  • Plato Investment Management's TransUnion position peaked at $226K in Q2 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.