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Stephens Consulting’s TransUnion TRU Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-7
Closed -$616 – 1099
2025
Q2 		$616 Buy
+7
New +$584 ﹤0.01% 851
2024
Q1 		– Sell
-97
Closed -$6.67K – 491
2023
Q4 		$6.67K Hold
97
– – ﹤0.01% 351
2023
Q3 		$6.96K Hold
97
– – ﹤0.01% 350
2023
Q2 		$7.6K Hold
97
– – ﹤0.01% 344
2023
Q1 		$6.03K Hold
97
– – ﹤0.01% 376
2022
Q4 		$5.5K Hold
97
– – ﹤0.01% 364
2022
Q3 		$5.77K Hold
97
– – 0.01% 392
2022
Q2 		$7.76K Hold
97
– – 0.01% 365
2022
Q1 		$10K Hold
97
– – 0.01% 353
2021
Q4 		$11.5K Buy
+97
New +$11.1K 0.01% 379

Other funds holding TRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Stephens Consulting's TRU Position: Q3 2025 in Review

Stephens Consulting sold out of TransUnion (TRU) in Q3 2025, closing a stake of 7 shares — an estimated $616 sold.

Stephens Consulting first reported a position in TRU in Q4 2021 and held it in 10 quarters. The position peaked at $11.5K in Q4 2021. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Stephens Consulting reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 7 TransUnion shares in Q3 2025, an estimated $616.
  • Stephens Consulting first reported a position in TransUnion in Q4 2021 and held it in 10 quarters.
  • Stephens Consulting's TransUnion position peaked at $11.5K in Q4 2021.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.