ZAM
TRU icon

Zevin Asset Management’s TransUnion TRU Stock Holding History

Zevin 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
Q1 		$7.65M Buy
110,634
+2,731
+3% +$209K 1.06% 40
2025
Q4 		$9.25M Buy
107,903
+4,985
+5% +$410K 1.24% 35
2025
Q3 		$8.62M Sell
102,918
-7,142
-6% -$648K 1.25% 33
2025
Q2 		$9.69M Buy
110,060
+1,804
+2% +$150K 1.39% 31
2025
Q1 		$8.98M Sell
108,256
-2,213
-2% -$202K 1.42% 32
2024
Q4 		$10.2M Buy
110,469
+11,286
+11% +$1.14M 1.51% 29
2024
Q3 		$10.4M Buy
99,183
+642
+0.7% +$57.9K 1.61% 28
2024
Q2 		$7.31M Buy
98,541
+2,496
+3% +$186K 1.18% 36
2024
Q1 		$7.66M Buy
96,045
+4,671
+5% +$342K 1.27% 34
2023
Q4 		$6.28M Sell
91,374
-9,733
-10% -$593K 1.13% 34
2023
Q3 		$7.26M Buy
101,107
+2,294
+2% +$180K 1.46% 29
2023
Q2 		$7.74M Buy
98,813
+2,187
+2% +$151K 1.55% 29
2023
Q1 		$6M Buy
96,626
+33,313
+53% +$2.18M 1.22% 34
2022
Q4 		$3.59M Sell
63,313
-6,236
-9% -$365K 0.78% 35
2022
Q3 		$4.14M Buy
69,549
+782
+1% +$60.1K 0.98% 32
2022
Q2 		$5.5M Sell
68,767
-5,168
-7% -$445K 1.24% 31
2022
Q1 		$7.64M Sell
73,935
-1,591
-2% -$161K 1.46% 29
2021
Q4 		$8.96M Buy
+75,526
New +$8.66M 1.61% 24

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
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

Zevin Asset Management's TRU Position: Q1 2026 in Review

Zevin Asset Management increased its TransUnion (TRU) stake by 2.5% in Q1 2026, buying an estimated $209K and bringing the position to 110,634 shares worth $7.65M. The position accounts for 1.06% of the portfolio, ranked #40.

Zevin Asset Management first reported a position in TRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4M in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Zevin Asset Management held 110,634 shares of TransUnion worth $7.65M as of Q1 2026.
  • Zevin Asset Management bought 2,731 TransUnion shares in Q1 2026, an estimated $209K.
  • TransUnion made up 1.06% of Zevin Asset Management's portfolio in Q1 2026, its #40 holding.
  • Zevin Asset Management first reported a position in TransUnion in Q4 2021 and has held it in 18 quarters since.
  • Zevin Asset Management's TransUnion position peaked at $10.4M in Q3 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.