Capstone Investment Advisors
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Capstone Investment Advisors’s Western Union WU Stock Holding History

Capstone Investment Advisors’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
2023
Q1 		– Sell
-8,300
Closed -$114K – 1701
2022
Q4 		$114K Sell
8,300
-41,700
-83% -$576K ﹤0.01% 1378
2022
Q3 		$675K Buy
50,000
+28,400
+131% +$445K ﹤0.01% 1165
2022
Q2 		$356K Sell
21,600
-2,200
-9% -$38.8K ﹤0.01% 1316
2022
Q1 		$446K Sell
23,800
-152,700
-87% -$2.82M ﹤0.01% 1527
2021
Q4 		$3.15M Sell
176,500
-6,500
-4% -$120K 0.01% 965
2021
Q3 		$3.7M Buy
183,000
+24,000
+15% +$530K 0.01% 951
2021
Q2 		$3.65M Buy
159,000
+21,300
+15% +$530K 0.01% 816
2021
Q1 		$3.4M Buy
137,700
+300
+0.2% +$7.06K 0.01% 756
2020
Q4 		$3.02M Buy
137,400
+46,500
+51% +$1.01M 0.01% 753
2020
Q3 		$1.95M Buy
90,900
+13,300
+17% +$302K 0.01% 818
2020
Q2 		$1.68M Buy
77,600
+27,300
+54% +$554K 0.01% 768
2020
Q1 		$912K Sell
50,300
-3,400
-6% -$83.4K 0.01% 737
2019
Q4 		$1.44M Buy
+53,700
New +$1.39M 0.01% 928

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capstone Investment Advisors's WU Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 57,396 shares — an estimated $534K sold.

Capstone Investment Advisors first reported a position in WU in Q3 2015 and held it in 19 quarters. The position peaked at $3.63M in Q2 2017. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 57,396 Western Union shares in Q1 2026, an estimated $534K.
  • Capstone Investment Advisors first reported a position in Western Union in Q3 2015 and held it in 19 quarters.
  • Capstone Investment Advisors's Western Union position peaked at $3.63M in Q2 2017.
  • 508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.