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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
2026
Q2 		$122K Buy
+15,867
New +$133K ﹤0.01% 1928
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

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 $3.38T AUM 44.17% 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

Global Retirement Partners's WU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Western Union (WU) in Q2 2026: 15,867 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WU as recently as Q4 2025.

Global Retirement Partners first reported a position in WU in Q4 2017 and has held it in 20 quarters since. The position peaked at $188K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Global Retirement Partners held 15,867 shares of Western Union worth $122K as of Q2 2026.
  • Western Union was a new Global Retirement Partners position in Q2 2026.
  • Western Union made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1928 holding.
  • Global Retirement Partners first reported a position in Western Union in Q4 2017 and has held it in 20 quarters since.
  • Global Retirement Partners's Western Union position peaked at $188K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.