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Algert Global’s Western Union WU Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-27,300
Closed -$230K – 1369
2025
Q2 		$230K Sell
27,300
-26,267
-49% -$250K ﹤0.01% 1081
2025
Q1 		$567K Sell
53,567
-377,440
-88% -$4M 0.01% 883
2024
Q4 		$4.57M Buy
431,007
+146,103
+51% +$1.62M 0.11% 316
2024
Q3 		$3.4M Buy
284,904
+93,280
+49% +$1.13M 0.09% 383
2024
Q2 		$2.34M Sell
191,624
-2,153
-1% -$28K 0.08% 417
2024
Q1 		$2.71M Sell
193,777
-116,770
-38% -$1.5M 0.11% 316
2023
Q4 		$3.7M Sell
310,547
-201,853
-39% -$2.46M 0.15% 221
2023
Q3 		$6.75M Sell
512,400
-183,032
-26% -$2.24M 0.32% 62
2023
Q2 		$8.16M Buy
695,432
+524,592
+307% +$6.04M 0.36% 44
2023
Q1 		$1.91M Buy
+170,840
New +$2.22M 0.09% 371
2021
Q2 		– Sell
-26,178
Closed -$646K – 544
2021
Q1 		$646K Buy
+26,178
New +$616K 0.21% 171

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's WU Position: Q3 2025 in Review

Algert Global sold out of Western Union (WU) in Q3 2025, closing a stake of 27,300 shares — an estimated $230K sold.

Algert Global first reported a position in WU in Q1 2021 and held it in 11 quarters. The position peaked at $8.16M in Q2 2023. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Algert Global reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 27,300 Western Union shares in Q3 2025, an estimated $230K.
  • Algert Global first reported a position in Western Union in Q1 2021 and held it in 11 quarters.
  • Algert Global's Western Union position peaked at $8.16M in Q2 2023.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.