Sone Capital Management’s TransUnion TRU Stock Holding History

Sone 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	–	Sell	-128,500	Closed	-$11M	–	126
2025 Q4	$11M	Sell	128,500 -41,845	-25%	-$3.44M	0.89%	48
2025 Q3	$14.3M	Buy	170,345 +25,833	+18%	+$2.35M	1.19%	35
2025 Q2	$12.7M	Buy	144,512 +116,113	+409%	+$9.68M	1.17%	33
2025 Q1	$2.36M	Sell	28,399 -87,942	-76%	-$8.03M	0.24%	91
2024 Q4	$10.8M	Buy	+116,341	New	+$11.8M	1.36%	24

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

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

Sone Capital Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 128,500 shares — an estimated $11M sold.

Sone Capital Management first reported a position in TRU in Q4 2024 and held it in 5 quarters. The position peaked at $14.3M in Q3 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Sone Capital Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Sone Capital Management sold 128,500 TransUnion shares in Q1 2026, an estimated $11M.
Sone Capital Management first reported a position in TransUnion in Q4 2024 and held it in 5 quarters.
Sone Capital Management's TransUnion position peaked at $14.3M in Q3 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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