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Global Retirement Partners’s Western Union WU Stock Holding History

Global Retirement 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
Q4 		$188K Buy
20,161
+18,459
+1,085% +$163K ﹤0.01% 1515
2025
Q3 		$13.6K Buy
1,702
+102
+6% +$853 ﹤0.01% 2563
2025
Q2 		$13.5K Buy
+1,600
New +$15.2K ﹤0.01% 2467
2024
Q4 		$17K Sell
1,600
-309
-16% -$3.42K ﹤0.01% 2179
2024
Q3 		$22.8K Buy
1,909
+21
+1% +$253 ﹤0.01% 1926
2024
Q2 		$23.1K Buy
1,888
+1,859
+6,410% +$24.2K ﹤0.01% 1914
2024
Q1 		$405 Sell
29
-227
-89% -$2.92K ﹤0.01% 3166
2023
Q4 		$3.13K Buy
256
+227
+783% +$2.77K ﹤0.01% 2501
2023
Q3 		$383 Hold
29
– – ﹤0.01% 3021
2023
Q2 		$340 Sell
29
-757
-96% -$8.72K ﹤0.01% 3031
2023
Q1 		$9.15K Sell
786
-32
-4% -$417 ﹤0.01% 1954
2022
Q4 		$11.3K Buy
818
+651
+390% +$8.99K ﹤0.01% 1735
2022
Q3 		$2K Sell
167
-7
-4% -$110 ﹤0.01% 2331
2022
Q2 		$3K Buy
174
+143
+461% +$2.52K ﹤0.01% 2121
2022
Q1 		$1K Buy
+31
New +$573 ﹤0.01% 2560
2021
Q4 		– Sell
-46
Closed -$1K – 1827
2021
Q3 		$1K Buy
46
+39
+557% +$861 ﹤0.01% 1947
2021
Q2 		$0 Buy
+7
New +$174 ﹤0.01% 1963
2020
Q2 		– Sell
-62
Closed -$1K – 1740
2020
Q1 		$1K Buy
+62
New +$1.52K ﹤0.01% 1538
2018
Q1 		– Sell
-249
Closed -$5K – 1546
2017
Q4 		$5K Buy
+249
New +$4.89K ﹤0.01% 1128

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Global Retirement Partners's WU Position: Q4 2025 in Review

Global Retirement Partners increased its Western Union (WU) stake by 1,085% in Q4 2025, buying an estimated $163K and bringing the position to 20,161 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Global Retirement Partners first reported a position in WU in Q4 2017 and has held it in 19 quarters since. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Global Retirement Partners held 20,161 shares of Western Union worth $188K as of Q4 2025.
  • Global Retirement Partners bought 18,459 Western Union shares in Q4 2025, an estimated $163K.
  • Western Union made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1515 holding.
  • Global Retirement Partners first reported a position in Western Union in Q4 2017 and has held it in 19 quarters since.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.