Concord Wealth Partners’s Western Union WU Stock Holding History

Concord Wealth 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
2025 Q3	–	Sell	-10	Closed	-$84	–	888
2025 Q2	$84	Hold	10	–	–	﹤0.01%	838
2025 Q1	$106	Buy	+10	New	+$106	﹤0.01%	791
2023 Q4	–	Sell	-215	Closed	-$2.83K	–	1033
2023 Q3	$2.83K	Hold	215	–	–	﹤0.01%	814
2023 Q2	$2.52K	Buy	+215	New	+$2.48K	﹤0.01%	832
2023 Q1	–	Sell	-415	Closed	-$5.71K	–	1247
2022 Q4	$5.71K	Buy	+415	New	+$5.73K	﹤0.01%	732
2022 Q3	–	Sell	-688	Closed	-$11K	–	1173
2022 Q2	$11K	Buy	688 +216	+46%	+$3.81K	﹤0.01%	678
2022 Q1	$9K	Buy	472 +1	+0.2%	+$18	﹤0.01%	809
2021 Q4	$8K	Buy	+471	New	+$8.69K	﹤0.01%	847
2021 Q3	–	Sell	-632	Closed	-$15K	–	1049
2021 Q2	$15K	Sell	632 -21	-3%	-$523	﹤0.01%	563
2021 Q1	$16K	Buy	+653	New	+$15.4K	0.01%	517

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's WU Position: Q3 2025 in Review

Concord Wealth Partners sold out of Western Union (WU) in Q3 2025, closing a stake of 10 shares — an estimated $84 sold.

Concord Wealth Partners first reported a position in WU in Q1 2021 and held it in 10 quarters. The position peaked at $16K in Q1 2021. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

Concord Wealth Partners reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 10 Western Union shares in Q3 2025, an estimated $84.
Concord Wealth Partners first reported a position in Western Union in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Western Union position peaked at $16K in Q1 2021.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.