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Summit Securities Group’s TransUnion TRU Stock Holding History

Summit Securities Group’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
-2,873
Closed -$253K – 1364
2025
Q2 		$253K Sell
2,873
-2,127
-43% -$177K 0.05% 218
2025
Q1 		$415K Buy
+5,000
New +$457K 0.07% 123
2024
Q4 		– Sell
-1
Closed – – 893
2024
Q3 		$0 Buy
+1
New +$90 ﹤0.01% 867
2024
Q1 		– Sell
-1
Closed – – 889
2023
Q4 		$0 Buy
+1
New +$61 ﹤0.01% 918
2023
Q1 		– Sell
-5,305
Closed -$301K – 1295
2022
Q4 		$301K Buy
+5,305
New +$311K 0.01% 388

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 $3.37T AUM 44.26% 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

Summit Securities Group's TRU Position: Q3 2025 in Review

Summit Securities Group sold out of TransUnion (TRU) in Q3 2025, closing a stake of 2,873 shares — an estimated $253K sold.

Summit Securities Group first reported a position in TRU in Q4 2022 and held it in 5 quarters. The position peaked at $415K in Q1 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • Summit Securities Group reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,873 TransUnion shares in Q3 2025, an estimated $253K.
  • Summit Securities Group first reported a position in TransUnion in Q4 2022 and held it in 5 quarters.
  • Summit Securities Group's TransUnion position peaked at $415K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.