Horizon Investments’s Western Union WU Stock Holding History

Horizon Investments’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	$14.6K	Buy	+1,676	New	+$15.9K	﹤0.01%	1186
2025 Q3	–	Sell	-377	Closed	-$3.17K	–	1299
2025 Q2	$3.17K	Buy	+377	New	+$3.58K	﹤0.01%	1014
2024 Q2	–	Sell	-76	Closed	-$1.06K	–	867
2024 Q1	$1.06K	Buy	76 +49	+181%	+$631	﹤0.01%	745
2023 Q4	$322	Buy	+27	New	+$329	﹤0.01%	787
2021 Q2	–	Sell	-79,438	Closed	-$1.96M	–	495
2021 Q1	$1.96M	Buy	+79,438	New	+$1.87M	0.07%	124
2020 Q3	–	Sell	-10,674	Closed	-$231K	–	462
2020 Q2	$231K	Sell	10,674 -67,072	-86%	-$1.36M	0.01%	409
2020 Q1	$1.41M	Buy	77,746 +39,009	+101%	+$957K	0.07%	107
2019 Q4	$1.04M	Buy	38,737 +25,443	+191%	+$660K	0.05%	165
2019 Q3	$308K	Sell	13,294 -15,188	-53%	-$328K	0.01%	241
2019 Q2	$567K	Sell	28,482 -130,857	-82%	-$2.55M	0.03%	232
2019 Q1	$2.94M	Buy	159,339 +26,779	+20%	+$481K	0.13%	92
2018 Q4	$2.26M	Sell	132,560 -9,251	-7%	-$168K	0.11%	74
2018 Q3	$2.7M	Buy	141,811 +124,795	+733%	+$2.42M	0.12%	58
2018 Q2	$346K	Buy	17,016 +5,389	+46%	+$107K	0.02%	203
2018 Q1	$224K	Sell	11,627 -37,662	-76%	-$756K	0.01%	181
2017 Q4	$950K	Buy	49,289 +5,373	+12%	+$105K	0.06%	115
2017 Q3	$847K	Buy	+43,916	New	+$837K	0.06%	93

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

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

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

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