GPS Wealth Strategies Group’s Western Union WU Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-11	Closed	-$88	–	1596
2025 Q3	$88	Hold	11	–	–	﹤0.01%	1630
2025 Q2	$92	Buy	11 +8	+267%	+$76	﹤0.01%	1598
2025 Q1	$32	Buy	+3	New	+$32	﹤0.01%	1497
2024 Q2	–	Sell	-200	Closed	-$2.8K	–	1406
2024 Q1	$2.8K	Hold	200	–	–	﹤0.01%	1097
2023 Q4	$2.38K	Hold	200	–	–	﹤0.01%	1098
2023 Q3	$2.64K	Hold	200	–	–	﹤0.01%	1082
2023 Q2	$2.35K	Hold	200	–	–	﹤0.01%	1098
2023 Q1	$2.23K	Buy	+200	New	+$2.6K	﹤0.01%	1110
2022 Q4	–	Sell	-200	Closed	-$3K	–	1093
2022 Q3	$3K	Sell	200 -150	-43%	-$2.35K	﹤0.01%	1015
2022 Q2	$6K	Hold	350	–	–	﹤0.01%	866
2022 Q1	$7K	Hold	350	–	–	﹤0.01%	808
2021 Q4	$6K	Hold	350	–	–	﹤0.01%	841
2021 Q3	$7K	Hold	350	–	–	﹤0.01%	794
2021 Q2	$8K	Hold	350	–	–	﹤0.01%	788
2021 Q1	$8K	Buy	+350	New	+$8.24K	﹤0.01%	718

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

GPS Wealth Strategies Group's WU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Western Union (WU) in Q4 2025, closing a stake of 11 shares — an estimated $88 sold.

GPS Wealth Strategies Group first reported a position in WU in Q1 2021 and held it in 15 quarters. The position peaked at $8K in Q2 2021. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 11 Western Union shares in Q4 2025, an estimated $88.
GPS Wealth Strategies Group first reported a position in Western Union in Q1 2021 and held it in 15 quarters.
GPS Wealth Strategies Group's Western Union position peaked at $8K in Q2 2021.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.