Envestnet Asset Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-405,839
| Closed | -$4.29M | – | 4568 |
|
|
2025
Q1 | $4.29M | Buy |
405,839
+1,262
| +0.3% | +$13.4K | ﹤0.01% | 2234 |
|
|
2024
Q4 | $4.29M | Buy |
404,577
+19,237
| +5% | +$213K | ﹤0.01% | 2212 |
|
|
2024
Q3 | $4.6M | Buy |
385,340
+765
| +0.2% | +$9.23K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $4.7M | Buy |
384,575
+23,523
| +7% | +$306K | ﹤0.01% | 2058 |
|
|
2024
Q1 | $5.05M | Buy |
361,052
+25,087
| +7% | +$323K | ﹤0.01% | 1968 |
|
|
2023
Q4 | $4M | Buy |
335,965
+14,729
| +5% | +$180K | ﹤0.01% | 2039 |
|
|
2023
Q3 | $4.23M | Buy |
321,236
+23,026
| +8% | +$282K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $3.5M | Buy |
298,210
+45,099
| +18% | +$520K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $2.82M | Buy |
253,111
+51,104
| +25% | +$665K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $2.78M | Sell |
202,007
-566,101
| -74% | -$7.82M | ﹤0.01% | 1956 |
|
|
2022
Q3 | $10.4M | Buy |
768,108
+28,909
| +4% | +$453K | 0.01% | 1109 |
|
|
2022
Q2 | $12.2M | Sell |
739,199
-26,939
| -4% | -$475K | 0.01% | 1048 |
|
|
2022
Q1 | $14.4M | Buy |
766,138
+33,000
| +5% | +$610K | 0.01% | 1014 |
|
|
2021
Q4 | $13.1M | Buy |
733,138
+485,138
| +196% | +$8.95M | 0.01% | 1052 |
|
|
2021
Q3 | $5.01M | Buy |
248,000
+82,145
| +50% | +$1.81M | ﹤0.01% | 1548 |
|
|
2021
Q2 | $3.81M | Sell |
165,855
-26,912
| -14% | -$670K | ﹤0.01% | 1681 |
|
|
2021
Q1 | $4.75M | Sell |
192,767
-6,717
| -3% | -$158K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $4.38M | Sell |
199,484
-183,957
| -48% | -$3.99M | ﹤0.01% | 1342 |
|
|
2020
Q3 | $8.22M | Buy |
383,441
+32,603
| +9% | +$740K | 0.01% | 901 |
|
|
2020
Q2 | $7.58M | Buy |
350,838
+72,603
| +26% | +$1.47M | 0.01% | 910 |
|
|
2020
Q1 | $5.04M | Buy |
278,235
+107,579
| +63% | +$2.64M | 0.01% | 997 |
|
|
2019
Q4 | $4.57M | Sell |
170,656
-20,908
| -11% | -$542K | ﹤0.01% | 1177 |
|
|
2019
Q3 | $4.44M | Sell |
191,564
-10,398
| -5% | -$224K | ﹤0.01% | 1129 |
|
|
2019
Q2 | $4.02M | Sell |
201,962
-50,050
| -20% | -$976K | 0.01% | 1175 |
|
|
2019
Q1 | $4.66M | Sell |
252,012
-44,353
| -15% | -$797K | 0.01% | 1029 |
|
|
2018
Q4 | $5.06M | Buy |
+296,365
| New | +$5.39M | 0.01% | 884 |
|
|
2018
Q3 | – | Sell |
-137,237
| Closed | -$2.79M | – | 2649 |
|
|
2018
Q2 | $2.79M | Sell |
137,237
-10,608
| -7% | -$211K | 0.01% | 701 |
|
|
2018
Q1 | $2.84M | Sell |
147,845
-117,258
| -44% | -$2.35M | 0.01% | 578 |
|
|
2017
Q4 | $5.04M | Sell |
265,103
-9,256
| -3% | -$182K | 0.01% | 593 |
|
|
2017
Q3 | $5.27M | Sell |
274,359
-263
| -0.1% | -$5.01K | 0.01% | 536 |
|
|
2017
Q2 | $5.23M | Sell |
274,622
-87,950
| -24% | -$1.7M | 0.01% | 556 |
|
|
2017
Q1 | $7.38M | Sell |
362,572
-49,406
| -12% | -$1.01M | 0.02% | 446 |
|
|
2016
Q4 | $8.95M | Sell |
411,978
-8,431
| -2% | -$175K | 0.03% | 363 |
|
|
2016
Q3 | $8.75M | Sell |
420,409
-131,131
| -24% | -$2.69M | 0.03% | 398 |
|
|
2016
Q2 | $10.6M | Sell |
551,540
-21,257
| -4% | -$413K | 0.04% | 358 |
|
|
2016
Q1 | $11M | Sell |
572,797
-33,591
| -6% | -$604K | 0.05% | 320 |
|
|
2015
Q4 | $10.9M | Buy |
606,388
+25,280
| +4% | +$477K | 0.05% | 322 |
|
|
2015
Q3 | $10.7M | Buy |
581,108
+37,144
| +7% | +$707K | 0.05% | 302 |
|
|
2015
Q2 | $11.1M | Sell |
543,964
-68,504
| -11% | -$1.46M | 0.05% | 338 |
|
|
2015
Q1 | $12.7M | Buy |
612,468
+609,343
| +19,499% | +$11.3M | 0.07% | 287 |
|
|
2014
Q4 | $56K | Buy |
3,125
+8
| +0.3% | +$139 | ﹤0.01% | 1381 |
|
|
2014
Q3 | $50K | Buy |
3,117
+1,172
| +60% | +$20.2K | ﹤0.01% | 1532 |
|
|
2014
Q2 | $34K | Sell |
1,945
-15,731
| -89% | -$254K | ﹤0.01% | 1583 |
|
|
2014
Q1 | $289K | Buy |
17,676
+2,618
| +17% | +$42.6K | ﹤0.01% | 799 |
|
|
2013
Q4 | $260K | Sell |
15,058
-7,429
| -33% | -$130K | ﹤0.01% | 770 |
|
|
2013
Q3 | $420K | Sell |
22,487
-1,520
| -6% | -$27.3K | 0.01% | 648 |
|
|
2013
Q2 | $411K | Buy |
+24,007
| New | +$380K | 0.01% | 633 |
|
Other funds holding WU
DG
Envestnet Asset Management's WU Position: Q2 2025 in Review
Envestnet Asset Management sold out of Western Union (WU) in Q2 2025, closing a stake of 405,839 shares — an estimated $4.29M sold.
Envestnet Asset Management first reported a position in WU in Q2 2013 and held it in 47 quarters. The position peaked at $14.4M in Q1 2022. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.
- Envestnet Asset Management reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
- Envestnet Asset Management sold 405,839 Western Union shares in Q2 2025, an estimated $4.29M.
- Envestnet Asset Management first reported a position in Western Union in Q2 2013 and held it in 47 quarters.
- Envestnet Asset Management's Western Union position peaked at $14.4M in Q1 2022.
- 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.
Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.