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Bernard Wealth Management’s Western Union WU Stock Holding History

Bernard Wealth Management’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
Q1 		– Sell
-200
Closed -$2.12K – 407
2024
Q4 		$2.12K Buy
+200
New +$2.22K ﹤0.01% 266

Other funds holding WU

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernard Wealth Management's WU Position: Q1 2025 in Review

Bernard Wealth Management sold out of Western Union (WU) in Q1 2025, closing a stake of 200 shares — an estimated $2.12K sold.

Bernard Wealth Management first reported a position in WU in Q4 2024 and held it in 1 quarter. The position peaked at $2.12K in Q4 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Bernard Wealth Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 200 Western Union shares in Q1 2025, an estimated $2.12K.
  • Bernard Wealth Management first reported a position in Western Union in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's Western Union position peaked at $2.12K in Q4 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.