IA
WU icon

Icon Advisers’s Western Union WU Stock Holding History

Icon Advisers’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
-220,500
Closed -$2.05M – 197
2025
Q4 		$2.05M Buy
220,500
+38,000
+21% +$336K 0.44% 86
2025
Q3 		$1.46M Hold
182,500
– – 0.32% 111
2025
Q2 		$1.54M Hold
182,500
– – 0.35% 103
2025
Q1 		$1.93M Hold
182,500
– – 0.45% 91
2024
Q4 		$1.93M Buy
182,500
+31,600
+21% +$350K 0.44% 93
2024
Q3 		$1.77M Buy
150,900
+39,700
+36% +$479K 0.37% 105
2024
Q2 		$1.35M Buy
+111,200
New +$1.44M 0.3% 120
2021
Q3 		– Sell
-100,900
Closed -$2.32M – 178
2021
Q2 		$2.32M Hold
100,900
– – 0.38% 100
2021
Q1 		$2.49M Buy
+100,900
New +$2.38M 0.39% 94

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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