EI
WU icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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