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IEQ Capital’s Western Union WU Stock Holding History

IEQ Capital’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
-202,928
Closed -$1.71M – 2098
2025
Q2 		$1.71M Sell
202,928
-345,235
-63% -$3.28M 0.01% 691
2025
Q1 		$5.8M Buy
548,163
+233,271
+74% +$2.47M 0.05% 305
2024
Q4 		$3.34M Buy
314,892
+270,111
+603% +$2.99M 0.03% 374
2024
Q3 		$534K Buy
44,781
+2,618
+6% +$31.6K 0.01% 733
2024
Q2 		$515K Buy
42,163
+24,065
+133% +$313K 0.01% 644
2024
Q1 		$253K Buy
18,098
+164
+0.9% +$2.11K ﹤0.01% 810
2023
Q4 		$214K Sell
17,934
-1,744
-9% -$21.3K ﹤0.01% 823
2023
Q3 		$259K Buy
19,678
+3,222
+20% +$39.5K 0.01% 763
2023
Q2 		$193K Buy
16,456
+3,869
+31% +$44.6K ﹤0.01% 809
2023
Q1 		$140K Buy
+12,587
New +$164K ﹤0.01% 839
2022
Q2 		– Sell
-18,705
Closed -$351K – 865
2022
Q1 		$351K Buy
18,705
+1,404
+8% +$26K 0.01% 597
2021
Q4 		$309K Buy
+17,301
New +$319K 0.01% 583

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's WU Position: Q3 2025 in Review

IEQ Capital sold out of Western Union (WU) in Q3 2025, closing a stake of 202,928 shares — an estimated $1.71M sold.

IEQ Capital first reported a position in WU in Q4 2021 and held it in 12 quarters. The position peaked at $5.8M in Q1 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • IEQ Capital reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 202,928 Western Union shares in Q3 2025, an estimated $1.71M.
  • IEQ Capital first reported a position in Western Union in Q4 2021 and held it in 12 quarters.
  • IEQ Capital's Western Union position peaked at $5.8M in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.