Cerity Partners
WU icon

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
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

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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