Wilson Asset Management’s TransUnion TRU Stock Holding History

Wilson Asset 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
2026 Q2	$19.4M	Hold	268,657	–	–	5.32%	4
2026 Q1	$18.6M	Buy	268,657 +38,778	+17%	+$2.97M	5.25%	4
2025 Q4	$19.7M	Hold	229,879	–	–	5.06%	6
2025 Q3	$19.3M	Hold	229,879	–	–	4.77%	6
2025 Q2	$20.2M	Buy	229,879 +2,821	+1%	+$235K	4.97%	6
2025 Q1	$18.8M	Buy	227,058 +6,515	+3%	+$595K	5.04%	5
2024 Q4	$20.4M	Sell	220,543 -11,427	-5%	-$1.16M	5.3%	4
2024 Q3	$24.3M	Buy	231,970 +2,942	+1%	+$265K	5.89%	3
2024 Q2	$17M	Hold	229,028	–	–	4.45%	11
2024 Q1	$18.3M	Sell	229,028 -28,165	-11%	-$2.06M	4.72%	8
2023 Q4	$17.7M	Buy	257,193 +59,520	+30%	+$3.62M	4.93%	11
2023 Q3	$14.3M	Sell	197,673 -10,058	-5%	-$789K	4.1%	13
2023 Q2	$16.3M	Hold	207,731	–	–	4.44%	12
2023 Q1	$12.9M	Hold	207,731	–	–	3.58%	14
2022 Q4	$11.8M	Hold	207,731	–	–	3.58%	12
2022 Q3	$12.4M	Hold	207,731	–	–	4.16%	11
2022 Q2	$16.6M	Hold	207,731	–	–	4.95%	9
2022 Q1	$21.5M	Buy	+207,731	New	+$21.1M	5.35%	7

Other funds holding TRU

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

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

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

IFP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wilson Asset Management's TRU Position: Q2 2026 in Review

Wilson Asset Management held its TransUnion (TRU) position steady in Q2 2026 at 268,657 shares worth $19.4M. The position accounts for 5.32% of the portfolio, ranked #4.

Wilson Asset Management first reported a position in TRU in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.3M in Q3 2024. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Wilson Asset Management held 268,657 shares of TransUnion worth $19.4M as of Q2 2026.
Wilson Asset Management left its TransUnion share count unchanged in Q2 2026.
TransUnion made up 5.32% of Wilson Asset Management's portfolio in Q2 2026, its #4 holding.
Wilson Asset Management first reported a position in TransUnion in Q1 2022 and has held it in 18 quarters since.
Wilson Asset Management's TransUnion position peaked at $24.3M in Q3 2024.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.