Cerity Partners’s Western Union WU Stock Holding History

Cerity Partners’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 Q2	$283K	Sell	36,746 -44,999	-55%	-$377K	﹤0.01%	2838
2026 Q1	$714K	Buy	81,745 +11,373	+16%	+$108K	﹤0.01%	2066
2025 Q4	$655K	Sell	70,372 -24,609	-26%	-$217K	﹤0.01%	1937
2025 Q3	$759K	Buy	94,981 +57,458	+153%	+$480K	﹤0.01%	1739
2025 Q2	$316K	Sell	37,523 -37,967	-50%	-$361K	﹤0.01%	2132
2025 Q1	$799K	Buy	75,490 +2,695	+4%	+$28.6K	﹤0.01%	1531
2024 Q4	$786K	Buy	72,795 +43,095	+145%	+$478K	﹤0.01%	1529
2024 Q3	$354K	Sell	29,700 -91,001	-75%	-$1.1M	﹤0.01%	1958
2024 Q2	$1.47M	Buy	120,701 +91,147	+308%	+$1.18M	﹤0.01%	1054
2024 Q1	$413K	Buy	+29,554	New	+$381K	﹤0.01%	1700
2018 Q3	–	Sell	-12,568	Closed	-$256K	–	566
2018 Q2	$256K	Sell	12,568 -13,126	-51%	-$261K	0.02%	456
2018 Q1	$494K	Sell	25,694 -8,554	-25%	-$172K	0.04%	334
2017 Q4	$651K	Buy	34,248 +20	+0.1%	+$392	0.04%	289
2017 Q3	$657K	Buy	34,228 +26,407	+338%	+$503K	0.05%	280
2017 Q2	$309K	Sell	7,821 -15,904	-67%	-$308K	0.03%	285
2017 Q1	$483K	Buy	+23,725	New	+$484K	0.04%	265

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cerity Partners's WU Position: Q2 2026 in Review

Cerity Partners reduced its Western Union (WU) stake by 55% in Q2 2026, selling an estimated $377K and leaving 36,746 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Cerity Partners first reported a position in WU in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.47M in Q2 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Cerity Partners held 36,746 shares of Western Union worth $283K as of Q2 2026.
Cerity Partners sold 44,999 Western Union shares in Q2 2026, an estimated $377K.
Western Union made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2838 holding.
Cerity Partners first reported a position in Western Union in Q1 2017 and has held it in 16 quarters since.
Cerity Partners's Western Union position peaked at $1.47M in Q2 2024.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.