Harvest Fund Management’s Western Union WU Stock Holding History

Harvest Fund Management’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	–	Sell	-537	Closed	-$6K	–	652
2025 Q4	$6K	Hold	537	–	–	﹤0.01%	530
2025 Q3	$6K	Hold	537	–	–	﹤0.01%	559
2025 Q2	$6K	Hold	537	–	–	﹤0.01%	546
2025 Q1	$6K	Buy	+537	New	+$5.69K	﹤0.01%	602
2024 Q3	–	Sell	-18,589	Closed	-$227K	–	740
2024 Q2	$227K	Hold	18,589	–	–	0.02%	325
2024 Q1	$260K	Buy	+18,589	New	+$239K	0.02%	286
2023 Q4	–	Sell	-13,708	Closed	-$181K	–	712
2023 Q3	$181K	Hold	13,708	–	–	0.03%	234
2023 Q2	$161K	Buy	+13,708	New	+$158K	0.03%	245
2022 Q4	–	Sell	-375	Closed	-$5K	–	875
2022 Q3	$5K	Buy	+375	New	+$5.88K	﹤0.01%	729
2021 Q4	–	Sell	-523	Closed	-$10K	–	815
2021 Q3	$10K	Sell	523 -1,517	-74%	-$33.5K	﹤0.01%	696
2021 Q2	$47K	Buy	2,040 +1,211	+146%	+$30.2K	0.01%	444
2021 Q1	$20K	Hold	829	–	–	﹤0.01%	630
2020 Q4	$18K	Buy	+829	New	+$18K	﹤0.01%	499
2020 Q2	–	Sell	-4,401	Closed	-$79K	–	526
2020 Q1	$79K	Hold	4,401	–	–	0.01%	241
2019 Q4	$119K	Buy	4,401 +2,709	+160%	+$70.2K	0.01%	162
2019 Q3	$39K	Buy	+1,692	New	+$36.5K	0.01%	299

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Harvest Fund Management's WU Position: Q1 2026 in Review

Harvest Fund Management sold out of Western Union (WU) in Q1 2026, closing a stake of 537 shares — an estimated $6K sold.

Harvest Fund Management first reported a position in WU in Q3 2019 and held it in 16 quarters. The position peaked at $260K in Q1 2024. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Harvest Fund Management reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
Harvest Fund Management sold 537 Western Union shares in Q1 2026, an estimated $6K.
Harvest Fund Management first reported a position in Western Union in Q3 2019 and held it in 16 quarters.
Harvest Fund Management's Western Union position peaked at $260K in Q1 2024.
511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.