Corient Private Wealth
WU icon

Corient Private Wealth’s Western Union WU Stock Holding History

Corient Private Wealth’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 		$346K Sell
39,729
-51,553
-56% -$488K ﹤0.01% 2244
2025
Q4 		$850K Buy
91,282
+63,569
+229% +$561K ﹤0.01% 1978
2025
Q3 		$221K Buy
27,713
+6,397
+30% +$53.5K ﹤0.01% 2301
2025
Q2 		$179K Sell
21,316
-19,587
-48% -$186K ﹤0.01% 2260
2025
Q1 		$433K Sell
40,903
-13,594
-25% -$144K ﹤0.01% 1662
2024
Q4 		$578K Buy
54,497
+702
+1% +$7.78K ﹤0.01% 1540
2024
Q3 		$642K Sell
53,795
-3,030
-5% -$36.5K ﹤0.01% 1608
2024
Q2 		$694K Sell
56,825
-815
-1% -$10.6K ﹤0.01% 1479
2024
Q1 		$806K Sell
57,640
-317
-0.5% -$4.08K ﹤0.01% 1393
2023
Q4 		$691K Buy
57,957
+2,812
+5% +$34.3K ﹤0.01% 1450
2023
Q3 		$727K Buy
55,145
+3,637
+7% +$44.6K ﹤0.01% 1305
2023
Q2 		$604K Buy
51,508
+40,384
+363% +$465K ﹤0.01% 1360
2023
Q1 		$124K Buy
+11,124
New +$145K ﹤0.01% 1861

Other funds holding WU

BlackRock
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
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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Corient Private Wealth's WU Position: Q1 2026 in Review

Corient Private Wealth reduced its Western Union (WU) stake by 56% in Q1 2026, selling an estimated $488K and leaving 39,729 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Corient Private Wealth first reported a position in WU in Q1 2023 and has held it in 13 quarters since. The position peaked at $850K in Q4 2025. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Corient Private Wealth held 39,729 shares of Western Union worth $346K as of Q1 2026.
  • Corient Private Wealth sold 51,553 Western Union shares in Q1 2026, an estimated $488K.
  • Western Union made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2244 holding.
  • Corient Private Wealth first reported a position in Western Union in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Western Union position peaked at $850K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.