Tortoise Investment Management’s TransUnion TRU Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-25	Closed	-$2.1K	–	1344
2025 Q3	$2.1K	Buy	25 +2	+9%	+$182	﹤0.01%	859
2025 Q2	$2.02K	Buy	23 +9	+64%	+$751	﹤0.01%	798
2025 Q1	$1.16K	Hold	14	–	–	﹤0.01%	748
2024 Q4	$1.3K	Hold	14	–	–	﹤0.01%	791
2024 Q3	$1.47K	Sell	14 -7	-33%	-$631	﹤0.01%	794
2024 Q2	$1.56K	Hold	21	–	–	﹤0.01%	802
2024 Q1	$1.68K	Buy	+21	New	+$1.54K	﹤0.01%	787
2022 Q1	–	Sell	-529	Closed	-$63K	–	698
2021 Q4	$63K	Hold	529	–	–	0.01%	271
2021 Q3	$59K	Buy	+529	New	+$62.2K	0.01%	256

Other funds holding TRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Tortoise Investment Management's TRU Position: Q4 2025 in Review

Tortoise Investment Management sold out of TransUnion (TRU) in Q4 2025, closing a stake of 25 shares — an estimated $2.1K sold.

Tortoise Investment Management first reported a position in TRU in Q3 2021 and held it in 9 quarters. The position peaked at $63K in Q4 2021. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

Tortoise Investment Management reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 25 TransUnion shares in Q4 2025, an estimated $2.1K.
Tortoise Investment Management first reported a position in TransUnion in Q3 2021 and held it in 9 quarters.
Tortoise Investment Management's TransUnion position peaked at $63K in Q4 2021.
587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.