Dakota Wealth Management’s Western Union WU Stock Holding History

Dakota Wealth 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
2026 Q1	$497K	Sell	56,918 -1,060	-2%	-$10K	0.01%	544
2025 Q4	$540K	Sell	57,978 -6,344	-10%	-$56K	0.01%	538
2025 Q3	$514K	Buy	64,322 +1,825	+3%	+$15.3K	0.01%	469
2025 Q2	$526K	Sell	62,497 -570	-0.9%	-$5.42K	0.01%	504
2025 Q1	$667K	Buy	63,067 +12,186	+24%	+$129K	0.02%	458
2024 Q4	$539K	Sell	50,881 -2,313	-4%	-$25.6K	0.01%	492
2024 Q3	$635K	Sell	53,194 -2,872	-5%	-$34.6K	0.01%	466
2024 Q2	$685K	Buy	56,066 +979	+2%	+$12.7K	0.02%	445
2024 Q1	$770K	Buy	+55,087	New	+$710K	0.02%	416

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

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