Caldwell Sutter Capital’s Western Union WU Stock Holding History

Caldwell Sutter Capital’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	$1.53K	Hold	175	–	–	﹤0.01%	779
2025 Q4	$1.63K	Hold	175	–	–	﹤0.01%	769
2025 Q3	$1.4K	Hold	175	–	–	﹤0.01%	773
2025 Q2	$1.47K	Hold	175	–	–	﹤0.01%	749
2025 Q1	$1.85K	Hold	175	–	–	﹤0.01%	738
2024 Q4	$1.85K	Hold	175	–	–	﹤0.01%	754
2024 Q3	$2.09K	Hold	175	–	–	﹤0.01%	752
2024 Q2	$2.14K	Hold	175	–	–	﹤0.01%	752
2024 Q1	$2.45K	Hold	175	–	–	﹤0.01%	731
2023 Q4	$2.09K	Hold	175	–	–	﹤0.01%	752
2023 Q3	$2.31K	Hold	175	–	–	﹤0.01%	708
2023 Q2	$2.05K	Buy	+175	New	+$2.02K	﹤0.01%	741

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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