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Diversified Trust’s Western Union WU Stock Holding History

Diversified Trust’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
-29,809
Closed -$251K – 1069
2025
Q2 		$251K Sell
29,809
-24,216
-45% -$230K 0.01% 806
2025
Q1 		$572K Buy
+54,025
New +$573K 0.01% 538
2024
Q1 		– Sell
-16,991
Closed -$203K – 944
2023
Q4 		$203K Buy
+16,991
New +$207K 0.01% 782
2021
Q4 		– Sell
-15,625
Closed -$316K – 915
2021
Q3 		$316K Sell
15,625
-5,570
-26% -$123K 0.01% 572
2021
Q2 		$487K Buy
21,195
+11,906
+128% +$296K 0.02% 406
2021
Q1 		$229K Sell
9,289
-3,452
-27% -$81.3K 0.01% 645
2020
Q4 		$280K Buy
+12,741
New +$276K 0.01% 529

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

Diversified Trust's WU Position: Q3 2025 in Review

Diversified Trust sold out of Western Union (WU) in Q3 2025, closing a stake of 29,809 shares — an estimated $251K sold.

Diversified Trust first reported a position in WU in Q4 2020 and held it in 7 quarters. The position peaked at $572K in Q1 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Diversified Trust reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 29,809 Western Union shares in Q3 2025, an estimated $251K.
  • Diversified Trust first reported a position in Western Union in Q4 2020 and held it in 7 quarters.
  • Diversified Trust's Western Union position peaked at $572K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.