Verdence Capital Advisors’s TransUnion TRU Stock Holding History

Verdence Capital 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	–	Sell	-2,675	Closed	-$229K	–	744
2025 Q4	$229K	Sell	2,675 -48,115	-95%	-$3.95M	0.01%	588
2025 Q3	$4.33M	Sell	50,790 -543	-1%	-$49.3K	0.25%	99
2025 Q2	$4.52M	Buy	51,333 +5,318	+12%	+$444K	0.31%	80
2025 Q1	$3.82M	Buy	46,015 +1,174	+3%	+$107K	0.29%	87
2024 Q4	$4.16M	Buy	44,841 +471	+1%	+$47.7K	0.33%	70
2024 Q3	$4.65M	Buy	44,370 +961	+2%	+$86.6K	0.37%	64
2024 Q2	$3.22M	Buy	43,409 +1,493	+4%	+$111K	0.29%	89
2024 Q1	$3.34M	Sell	41,916 -2,456	-6%	-$180K	0.3%	85
2023 Q4	$3.05M	Buy	+44,372	New	+$2.7M	0.3%	90

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

Verdence Capital Advisors's TRU Position: Q1 2026 in Review

Verdence Capital Advisors sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,675 shares — an estimated $229K sold.

Verdence Capital Advisors first reported a position in TRU in Q4 2023 and held it in 9 quarters. The position peaked at $4.65M in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Verdence Capital Advisors reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Verdence Capital Advisors sold 2,675 TransUnion shares in Q1 2026, an estimated $229K.
Verdence Capital Advisors first reported a position in TransUnion in Q4 2023 and held it in 9 quarters.
Verdence Capital Advisors's TransUnion position peaked at $4.65M in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.