Impact Partnership Wealth’s Western Union WU Stock Holding History

Impact Partnership Wealth’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	$576K	Buy	+65,998	New	+$625K	0.07%	179
2025 Q4	–	Sell	-55,609	Closed	-$444K	–	432
2025 Q3	$444K	Buy	55,609 +36,323	+188%	+$304K	0.07%	175
2025 Q2	$162K	Buy	+19,286	New	+$183K	0.03%	283
2025 Q1	–	Sell	-24,527	Closed	-$260K	–	349
2024 Q4	$260K	Sell	24,527 -10,754	-30%	-$119K	0.05%	228
2024 Q3	$421K	Buy	35,281 +2,642	+8%	+$31.9K	0.1%	130
2024 Q2	$399K	Buy	32,639 +10,200	+45%	+$133K	0.1%	133
2024 Q1	$314K	Buy	22,439 +4,534	+25%	+$58.4K	0.12%	118
2023 Q4	$213K	Buy	17,905 +16,215	+959%	+$198K	0.08%	172
2023 Q3	$22.3K	Sell	1,690 -77,236	-98%	-$947K	0.01%	481
2023 Q2	$926K	Buy	+78,926	New	+$909K	0.32%	29

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