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Shelton Capital Management’s TransUnion TRU Stock Holding History

Shelton Capital 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 		$435K Sell
6,289
-303
-5% -$23.2K 0.01% 392
2025
Q4 		$565K Buy
6,592
+3,242
+97% +$266K 0.01% 325
2025
Q3 		$281K Buy
+3,350
New +$304K 0.01% 532

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

Shelton Capital Management's TRU Position: Q1 2026 in Review

Shelton Capital Management reduced its TransUnion (TRU) stake by 4.6% in Q1 2026, selling an estimated $23.2K and leaving 6,289 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #392.

Shelton Capital Management first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $565K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Shelton Capital Management held 6,289 shares of TransUnion worth $435K as of Q1 2026.
  • Shelton Capital Management sold 303 TransUnion shares in Q1 2026, an estimated $23.2K.
  • TransUnion made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #392 holding.
  • Shelton Capital Management first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • Shelton Capital Management's TransUnion position peaked at $565K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.