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Sherbrooke Park Advisers’s TransUnion TRU Stock Holding History

Sherbrooke Park Advisers’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
2025
Q4 		– Sell
-4,345
Closed -$364K – 523
2025
Q3 		$364K Buy
+4,345
New +$394K 0.17% 242
2025
Q2 		– Sell
-2,605
Closed -$216K – 780
2025
Q1 		$216K Sell
2,605
-4,810
-65% -$439K 0.1% 406
2024
Q4 		$687K Buy
+7,415
New +$751K 0.22% 130

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Sherbrooke Park Advisers's TRU Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of TransUnion (TRU) in Q4 2025, closing a stake of 4,345 shares — an estimated $364K sold.

Sherbrooke Park Advisers first reported a position in TRU in Q4 2024 and held it in 3 quarters. The position peaked at $687K in Q4 2024. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,345 TransUnion shares in Q4 2025, an estimated $364K.
  • Sherbrooke Park Advisers first reported a position in TransUnion in Q4 2024 and held it in 3 quarters.
  • Sherbrooke Park Advisers's TransUnion position peaked at $687K in Q4 2024.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.