Savant Capital’s TransUnion TRU Stock Holding History

Savant Capital’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	$230K	Buy	+3,325	New	+$254K	﹤0.01%	1325
2025 Q4	–	Sell	-2,961	Closed	-$248K	–	1429
2025 Q3	$248K	Buy	2,961 +640	+28%	+$58.1K	﹤0.01%	1128
2025 Q2	$204K	Buy	+2,321	New	+$194K	﹤0.01%	1145
2025 Q1	–	Sell	-21,690	Closed	-$2.01M	–	1406
2024 Q4	$2.01M	Sell	21,690 -197	-0.9%	-$20K	0.02%	444
2024 Q3	$2.29M	Buy	21,887 +16,744	+326%	+$1.51M	0.02%	395
2024 Q2	$381K	Buy	+5,143	New	+$384K	﹤0.01%	890

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

Savant Capital's TRU Position: Q1 2026 in Review

Savant Capital opened a new position in TransUnion (TRU) in Q1 2026: 3,325 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: Savant Capital previously reported a position in TRU as recently as Q3 2025.

Savant Capital first reported a position in TRU in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.29M in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Savant Capital held 3,325 shares of TransUnion worth $230K as of Q1 2026.
TransUnion was a new Savant Capital position in Q1 2026.
TransUnion made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1325 holding.
Savant Capital first reported a position in TransUnion in Q2 2024 and has held it in 6 quarters since.
Savant Capital's TransUnion position peaked at $2.29M in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.