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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
Q2 		– Sell
-30,000
Closed -$2.49M – 1436
2025
Q1 		$2.49M Buy
+30,000
New +$2.74M 0.39% 31

Other funds holding TRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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. 560 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.
  • 560 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.