Ameritas Investment Partners’s Western Union WU Stock Holding History

Ameritas Investment Partners’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	-60,541	Closed	-$484K	–	3192
2025 Q3	$484K	Sell	60,541 -3,634	-6%	-$30.4K	0.01%	834
2025 Q2	$540K	Sell	64,175 -2,309	-3%	-$21.9K	0.02%	816
2025 Q1	$703K	Sell	66,484 -1,176	-2%	-$12.5K	0.02%	707
2024 Q4	$717K	Sell	67,660 -1,639	-2%	-$18.2K	0.02%	708
2024 Q3	$827K	Sell	69,299 -2,664	-4%	-$32.1K	0.03%	683
2024 Q2	$879K	Sell	71,963 -5,328	-7%	-$69.2K	0.03%	652
2024 Q1	$1.08M	Sell	77,291 -3,159	-4%	-$40.7K	0.04%	602
2023 Q4	$959K	Sell	80,450 -3,549	-4%	-$43.3K	0.04%	632
2023 Q3	$1.11M	Sell	83,999 -9,516	-10%	-$117K	0.04%	519
2023 Q2	$1.1M	Sell	93,515 -1,572	-2%	-$18.1K	0.04%	554
2023 Q1	$1.06M	Sell	95,087 -4,119	-4%	-$53.6K	0.04%	554
2022 Q4	$1.42M	Hold	99,206	–	–	0.06%	437
2022 Q3	$1.34M	Sell	99,206 -3,744	-4%	-$58.7K	0.06%	395
2022 Q2	$1.7M	Sell	102,950 -2,246	-2%	-$39.6K	0.07%	316
2022 Q1	$1.97M	Sell	105,196 -2,292	-2%	-$42.4K	0.07%	322
2021 Q4	$1.92M	Buy	107,488 +101,801	+1,790%	+$1.88M	0.06%	351
2021 Q3	$115K	Hold	5,687	–	–	﹤0.01%	1598
2021 Q2	$131K	Hold	5,687	–	–	﹤0.01%	1558
2021 Q1	$140K	Sell	5,687 -722	-11%	-$17K	0.01%	1449
2020 Q4	$141K	Hold	6,409	–	–	0.01%	1356
2020 Q3	$137K	Sell	6,409 -731	-10%	-$16.6K	0.01%	1242
2020 Q2	$154K	Hold	7,140	–	–	0.01%	1151
2020 Q1	$129K	Hold	7,140	–	–	0.01%	1129
2019 Q4	$191K	Hold	7,140	–	–	0.01%	1116
2019 Q3	$165K	Sell	7,140 -672	-9%	-$14.5K	0.01%	1167
2019 Q2	$155K	Hold	7,812	–	–	0.01%	1221
2019 Q1	$144K	Sell	7,812 -817	-9%	-$14.7K	0.01%	1239
2018 Q4	$147K	Hold	8,629	–	–	0.01%	1137
2018 Q3	$164K	Hold	8,629	–	–	0.01%	1224
2018 Q2	$175K	Sell	8,629 -869	-9%	-$17.3K	0.01%	1151
2018 Q1	$183K	Sell	9,498 -1,131	-11%	-$22.7K	0.01%	1127
2017 Q4	$202K	Hold	10,629	–	–	0.01%	1082
2017 Q3	$201K	Hold	10,629	–	–	0.01%	1061
2017 Q2	$202K	Sell	10,629 -1,031	-9%	-$20K	0.01%	1052
2017 Q1	$237K	Hold	11,660	–	–	0.01%	963
2016 Q4	$253K	Hold	11,660	–	–	0.01%	928
2016 Q3	$243K	Buy	+11,660	New	+$240K	0.01%	938
2015 Q3	–	Sell	-9,942	Closed	-$202K	–	1163
2015 Q2	$202K	Hold	9,942	–	–	0.01%	970
2015 Q1	$207K	Buy	+9,942	New	+$185K	0.01%	993
2014 Q3	–	Sell	-10,828	Closed	-$188K	–	1098
2014 Q2	$188K	Hold	10,828	–	–	0.01%	1004
2014 Q1	$177K	Sell	10,828 -1,018	-9%	-$16.6K	0.01%	985
2013 Q4	$204K	Hold	11,846	–	–	0.02%	963
2013 Q3	$221K	Buy	+11,846	New	+$213K	0.02%	869

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 Investment Partners's WU Position: Q4 2025 in Review

Ameritas Investment Partners sold out of Western Union (WU) in Q4 2025, closing a stake of 60,541 shares — an estimated $484K sold.

Ameritas Investment Partners first reported a position in WU in Q3 2013 and held it in 43 quarters. The position peaked at $1.97M in Q1 2022. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

Ameritas Investment Partners reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
Ameritas Investment Partners sold 60,541 Western Union shares in Q4 2025, an estimated $484K.
Ameritas Investment Partners first reported a position in Western Union in Q3 2013 and held it in 43 quarters.
Ameritas Investment Partners's Western Union position peaked at $1.97M in Q1 2022.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Ameritas Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.