1834 Investment Advisors’s Western Union WU Stock Holding History

1834 Investment Advisors’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.11M	Sell	471,116 -14,632	-3%	-$139K	0.51%	54
2025 Q4	$4.52M	Sell	485,748 -66,912	-12%	-$591K	0.57%	49
2025 Q3	$4.42M	Sell	552,660 -21,991	-4%	-$184K	0.54%	54
2025 Q2	$4.84M	Buy	574,651 +2,775	+0.5%	+$26.4K	0.61%	47
2025 Q1	$6.05M	Buy	571,876 +88,769	+18%	+$941K	0.78%	39
2024 Q4	$5.12M	Sell	483,107 -57,281	-11%	-$635K	0.65%	46
2024 Q3	$6.45M	Buy	540,388 +48,596	+10%	+$586K	0.75%	41
2024 Q2	$6.01M	Buy	491,792 +147,806	+43%	+$1.92M	0.72%	43
2024 Q1	$4.81M	Buy	343,986 +290,787	+547%	+$3.75M	0.57%	57
2023 Q4	$634K	Sell	53,199 -3,009	-5%	-$36.7K	0.08%	148
2023 Q3	$741K	Sell	56,208 -488	-0.9%	-$5.98K	0.09%	141
2023 Q2	$665K	Buy	56,696 +11,752	+26%	+$135K	0.08%	149
2023 Q1	$501K	Buy	+44,944	New	+$585K	0.06%	177
2022 Q3	–	Sell	-134	Closed	-$2K	–	456
2022 Q2	$2K	Buy	+134	New	+$2.36K	﹤0.01%	448

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return