Haven Private’s Western Union WU Stock Holding History

Haven Private’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 Q3	–	Sell	-12,410	Closed	-$104K	–	196
2025 Q2	$104K	Buy	+12,410	New	+$118K	0.05%	178

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Haven Private's WU Position: Q3 2025 in Review

Haven Private sold out of Western Union (WU) in Q3 2025, closing a stake of 12,410 shares — an estimated $104K sold.

Haven Private first reported a position in WU in Q2 2025 and held it in 1 quarter. The position peaked at $104K in Q2 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

Haven Private reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
Haven Private sold 12,410 Western Union shares in Q3 2025, an estimated $104K.
Haven Private first reported a position in Western Union in Q2 2025 and held it in 1 quarter.
Haven Private's Western Union position peaked at $104K in Q2 2025.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.