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Brown, Lisle/Cummings’s Western Union WU Stock Holding History

Brown, Lisle/Cummings’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 		$12.6K Hold
1,442
– – ﹤0.01% 535
2025
Q4 		$13.4K Hold
1,442
– – ﹤0.01% 469
2025
Q3 		$11.5K Hold
1,442
– – ﹤0.01% 488
2025
Q2 		$12.1K Hold
1,442
– – ﹤0.01% 479
2025
Q1 		$15.3K Hold
1,442
– – ﹤0.01% 443
2024
Q4 		$15.3K Hold
1,442
– – ﹤0.01% 444
2024
Q3 		$17.2K Hold
1,442
– – 0.01% 407
2024
Q2 		$17.6K Hold
1,442
– – 0.01% 394
2024
Q1 		$20.2K Hold
1,442
– – 0.01% 372
2023
Q4 		$17.2K Buy
+1,442
New +$17.6K 0.01% 377

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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