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Edgestream Partners’s Western Union WU Stock Holding History

Edgestream Partners’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
-303,852
Closed -$2.56M – 1091
2025
Q2 		$2.56M Buy
+303,852
New +$2.89M 0.07% 473
2025
Q1 		– Sell
-19,097
Closed -$202K – 1111
2024
Q4 		$202K Buy
+19,097
New +$212K 0.01% 822
2022
Q4 		– Sell
-76,540
Closed -$1.03M – 655
2022
Q3 		$1.03M Sell
76,540
-143,986
-65% -$2.26M 0.08% 270
2022
Q2 		$3.63M Sell
220,526
-97,916
-31% -$1.73M 0.29% 116
2022
Q1 		$5.97M Sell
318,442
-20,144
-6% -$373K 0.48% 45
2021
Q4 		$6.04M Buy
338,586
+271,770
+407% +$5.01M 0.38% 74
2021
Q3 		$1.35M Buy
66,816
+42,222
+172% +$933K 0.08% 284
2021
Q2 		$565K Sell
24,594
-312,994
-93% -$7.79M 0.03% 339
2021
Q1 		$8.32M Buy
337,588
+34,594
+11% +$814K 0.47% 56
2020
Q4 		$6.65M Buy
302,994
+273,181
+916% +$5.93M 0.33% 105
2020
Q3 		$639K Sell
29,813
-296,255
-91% -$6.73M 0.04% 246
2020
Q2 		$7.05M Buy
326,068
+161,963
+99% +$3.29M 0.37% 78
2020
Q1 		$2.98M Buy
+164,105
New +$4.02M 0.28% 109

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

Edgestream Partners's WU Position: Q3 2025 in Review

Edgestream Partners sold out of Western Union (WU) in Q3 2025, closing a stake of 303,852 shares — an estimated $2.56M sold.

Edgestream Partners first reported a position in WU in Q1 2020 and held it in 13 quarters. The position peaked at $8.32M in Q1 2021. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Edgestream Partners reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 303,852 Western Union shares in Q3 2025, an estimated $2.56M.
  • Edgestream Partners first reported a position in Western Union in Q1 2020 and held it in 13 quarters.
  • Edgestream Partners's Western Union position peaked at $8.32M in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.