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Crescent Grove Advisors’s Western Union WU Stock Holding History

Crescent Grove Advisors’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
Q4 		– Sell
-10,745
Closed -$85.9K – 313
2025
Q3 		$85.9K Buy
+10,745
New +$89.8K 0.01% 289
2024
Q2 		– Sell
-10,745
Closed -$150K – 319
2024
Q1 		$150K Sell
10,745
-600
-5% -$7.73K 0.02% 292
2023
Q4 		$135K Hold
11,345
– – 0.02% 280
2023
Q3 		$150K Hold
11,345
– – 0.02% 265
2023
Q2 		$133K Hold
11,345
– – 0.01% 287
2023
Q1 		$126K Hold
11,345
– – 0.01% 278
2022
Q4 		$156K Buy
+11,345
New +$157K 0.02% 268

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Crescent Grove Advisors's WU Position: Q4 2025 in Review

Crescent Grove Advisors sold out of Western Union (WU) in Q4 2025, closing a stake of 10,745 shares — an estimated $85.9K sold.

Crescent Grove Advisors first reported a position in WU in Q4 2022 and held it in 7 quarters. The position peaked at $156K in Q4 2022. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Crescent Grove Advisors reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 10,745 Western Union shares in Q4 2025, an estimated $85.9K.
  • Crescent Grove Advisors first reported a position in Western Union in Q4 2022 and held it in 7 quarters.
  • Crescent Grove Advisors's Western Union position peaked at $156K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Crescent Grove Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.