Cresset Asset Management’s Western Union WU Stock Holding History

Cresset Asset Management’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 Q2	–	Sell	-10,373	Closed	-$110K	–	1810
2025 Q1	$110K	Buy	+10,373	New	+$110K	﹤0.01%	1613
2024 Q4	–	Sell	-26,906	Closed	-$321K	–	2247
2024 Q3	$321K	Buy	26,906 +1,764	+7%	+$21.3K	﹤0.01%	1770
2024 Q2	$307K	Buy	25,142 +4,249	+20%	+$55.2K	﹤0.01%	1701
2024 Q1	$292K	Sell	20,893 -78,884	-79%	-$1.02M	﹤0.01%	1600
2023 Q4	$1.19M	Buy	99,777 +11,718	+13%	+$143K	0.01%	825
2023 Q3	$1.16M	Buy	88,059 +18,497	+27%	+$227K	﹤0.01%	780
2023 Q2	$816K	Buy	+69,562	New	+$802K	﹤0.01%	1044
2022 Q1	–	Sell	-10,648	Closed	-$190K	–	1163
2021 Q4	$190K	Buy	+10,648	New	+$196K	﹤0.01%	1055
2019 Q2	–	Sell	-761	Closed	-$14K	–	1733
2019 Q1	$14K	Buy	761 +339	+80%	+$6.09K	﹤0.01%	1115
2018 Q4	$7K	Buy	+422	New	+$7.67K	﹤0.01%	949

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cresset Asset Management's WU Position: Q2 2025 in Review

Cresset Asset Management sold out of Western Union (WU) in Q2 2025, closing a stake of 10,373 shares — an estimated $110K sold.

Cresset Asset Management first reported a position in WU in Q4 2018 and held it in 10 quarters. The position peaked at $1.19M in Q4 2023. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

Cresset Asset Management reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 10,373 Western Union shares in Q2 2025, an estimated $110K.
Cresset Asset Management first reported a position in Western Union in Q4 2018 and held it in 10 quarters.
Cresset Asset Management's Western Union position peaked at $1.19M in Q4 2023.
469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.