Ameritas Advisory Services’s Western Union WU Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-1,087	Closed	-$8.69K	–	2123
2025 Q3	$8.69K	Sell	1,087 -100	-8%	-$836	﹤0.01%	1701
2025 Q2	$9.99K	Buy	+1,187	New	+$11.3K	﹤0.01%	2016
2023 Q2	–	Sell	-9,159	Closed	-$100K	–	2536
2023 Q1	$100K	Buy	+9,159	New	+$119K	0.01%	1003

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Ameritas Advisory Services's WU Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Western Union (WU) in Q4 2025, closing a stake of 1,087 shares — an estimated $8.69K sold.

Ameritas Advisory Services first reported a position in WU in Q1 2023 and held it in 3 quarters. The position peaked at $100K in Q1 2023. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

Ameritas Advisory Services reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,087 Western Union shares in Q4 2025, an estimated $8.69K.
Ameritas Advisory Services first reported a position in Western Union in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Western Union position peaked at $100K in Q1 2023.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.