Caption Management’s Western Union WU Stock Holding History

Caption 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
2026 Q1	$205K	Buy	23,500 +11,200	+91%	+$106K	﹤0.01%	1342
2025 Q4	$115K	Sell	12,300 -7,700	-39%	-$68K	﹤0.01%	1432
2025 Q3	$160K	Buy	+20,000	New	+$167K	﹤0.01%	1497
2024 Q2	–	Sell	-5,530	Closed	-$77.3K	–	1554
2024 Q1	$77.3K	Sell	5,530 -43,770	-89%	-$564K	﹤0.01%	1068
2023 Q4	$588K	Buy	49,300 +19,300	+64%	+$235K	0.01%	916
2023 Q3	$395K	Hold	30,000	–	–	0.01%	986
2023 Q2	$352K	Buy	+30,000	New	+$346K	0.01%	873
2023 Q1	–	Sell	-39,194	Closed	-$540K	–	1626
2022 Q4	$540K	Sell	39,194 -31,806	-45%	-$439K	0.01%	905
2022 Q3	$960K	Buy	71,000 +46,000	+184%	+$721K	0.01%	884
2022 Q2	$412K	Buy	+25,000	New	+$441K	0.01%	1109
2021 Q4	–	Sell	-106,980	Closed	-$1.97M	–	1979
2021 Q3	$2.16M	Buy	106,980 +57,480	+116%	+$1.27M	0.02%	728
2021 Q2	$1.14M	Buy	+49,500	New	+$1.23M	0.01%	854
2019 Q4	–	Sell	-90,000	Closed	-$2.08M	–	1018
2019 Q3	$2.08M	Buy	+90,000	New	+$1.94M	0.11%	232

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Caption Management's WU Position: Q1 2026 in Review

Caption Management increased its Western Union (WU) stake by 91% in Q1 2026, buying an estimated $106K and bringing the position to 23,500 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Caption Management first reported a position in WU in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.16M in Q3 2021. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Caption Management held 23,500 shares of Western Union worth $205K as of Q1 2026.
Caption Management bought 11,200 Western Union shares in Q1 2026, an estimated $106K.
Western Union made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1342 holding.
Caption Management first reported a position in Western Union in Q3 2019 and has held it in 13 quarters since.
Caption Management's Western Union position peaked at $2.16M in Q3 2021.
508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.