Summit Trail Advisors’s TransUnion TRU Stock Holding History

Summit Trail Advisors’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	$1.27M	Sell	18,411 -6,809	-27%	-$521K	0.02%	816
2025 Q4	$2.16M	Buy	25,220 +12,850	+104%	+$1.06M	0.04%	363
2025 Q3	$1.04M	Buy	12,370 +7,405	+149%	+$672K	0.01%	812
2025 Q2	$437K	Buy	4,965 +1,695	+52%	+$141K	0.01%	780
2025 Q1	$271K	Buy	3,270 +417	+15%	+$38.1K	0.01%	337
2024 Q4	$265K	Buy	2,853 +870	+44%	+$88.1K	0.01%	316
2024 Q3	$208K	Buy	+1,983	New	+$179K	0.01%	667
2018 Q4	–	Sell	-3,352	Closed	-$247K	–	216
2018 Q3	$247K	Buy	3,352 +2,192	+189%	+$163K	0.05%	169
2018 Q2	$83K	Buy	+1,160	New	+$77.3K	0.03%	239
2018 Q1	–	Sell	-1,859	Closed	-$108K	–	1559
2017 Q4	$108K	Buy	+1,859	New	+$99K	0.01%	599

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

Summit Trail Advisors's TRU Position: Q1 2026 in Review

Summit Trail Advisors reduced its TransUnion (TRU) stake by 27% in Q1 2026, selling an estimated $521K and leaving 18,411 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #816.

Summit Trail Advisors first reported a position in TRU in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Summit Trail Advisors held 18,411 shares of TransUnion worth $1.27M as of Q1 2026.
Summit Trail Advisors sold 6,809 TransUnion shares in Q1 2026, an estimated $521K.
TransUnion made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #816 holding.
Summit Trail Advisors first reported a position in TransUnion in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's TransUnion position peaked at $2.16M in Q4 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.