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Ethic Inc’s Western Union WU Stock Holding History

Ethic Inc’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
Q2 		– Sell
-16,625
Closed -$145K – 1434
2026
Q1 		$145K Sell
16,625
-6,223
-27% -$58.9K ﹤0.01% 1182
2025
Q4 		$213K Buy
22,848
+6,903
+43% +$61K ﹤0.01% 1118
2025
Q3 		$127K Sell
15,945
-27,093
-63% -$227K ﹤0.01% 1139
2025
Q2 		$360K Buy
+43,038
New +$409K 0.01% 932
2025
Q1 		– Sell
-11,779
Closed -$125K – 1228
2024
Q4 		$125K Sell
11,779
-3,765
-24% -$41.7K ﹤0.01% 1094
2024
Q3 		$217K Buy
15,544
+1,007
+7% +$12.1K 0.01% 982
2024
Q2 		$178K Sell
14,537
-1,007
-6% -$13.1K ﹤0.01% 1041
2024
Q1 		$217K Sell
15,544
-7,542
-33% -$97.2K 0.01% 980
2023
Q4 		$275K Sell
23,086
-15,064
-39% -$184K 0.01% 900
2023
Q3 		$503K Sell
38,150
-13,893
-27% -$170K 0.02% 681
2023
Q2 		$610K Sell
52,043
-21,678
-29% -$250K 0.02% 592
2023
Q1 		$822K Buy
73,721
+31,255
+74% +$407K 0.03% 496
2022
Q4 		$585K Buy
42,466
+15,747
+59% +$217K 0.03% 527
2022
Q3 		$361K Buy
26,719
+13,198
+98% +$207K 0.02% 587
2022
Q2 		$223K Buy
13,521
+3,258
+32% +$57.4K 0.02% 693
2022
Q1 		$192K Buy
10,263
+118
+1% +$2.18K 0.01% 710
2021
Q4 		$181K Buy
+10,145
New +$187K 0.01% 626

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ethic Inc's WU Position: Q2 2026 in Review

Ethic Inc sold out of Western Union (WU) in Q2 2026, closing a stake of 16,625 shares — an estimated $145K sold.

Ethic Inc first reported a position in WU in Q4 2021 and held it in 17 quarters. The position peaked at $822K in Q1 2023. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Ethic Inc reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Ethic Inc sold 16,625 Western Union shares in Q2 2026, an estimated $145K.
  • Ethic Inc first reported a position in Western Union in Q4 2021 and held it in 17 quarters.
  • Ethic Inc's Western Union position peaked at $822K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.