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CreativeOne Wealth’s Western Union WU Stock Holding History

CreativeOne 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
2025
Q3 		– Sell
-12,388
Closed -$104K – 1224
2025
Q2 		$104K Buy
12,388
+358
+3% +$3.4K ﹤0.01% 1091
2025
Q1 		$127K Buy
+12,030
New +$127K ﹤0.01% 1024

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CreativeOne Wealth's WU Position: Q3 2025 in Review

CreativeOne Wealth sold out of Western Union (WU) in Q3 2025, closing a stake of 12,388 shares — an estimated $104K sold.

CreativeOne Wealth first reported a position in WU in Q1 2025 and held it in 2 quarters. The position peaked at $127K in Q1 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • CreativeOne Wealth reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 12,388 Western Union shares in Q3 2025, an estimated $104K.
  • CreativeOne Wealth first reported a position in Western Union in Q1 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Western Union position peaked at $127K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.