Impact Partnership Wealth
WU icon

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
Q3 		– Sell
-87,576
Closed -$674K – 543
2026
Q2 		$674K Buy
87,576
+21,578
+33% +$181K 0.07% 203
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Brickwood Asset Management
Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return

Impact Partnership Wealth's WU Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Western Union (WU) in Q3 2026, closing a stake of 87,576 shares — an estimated $674K sold.

Impact Partnership Wealth first reported a position in WU in Q2 2023 and held it in 11 quarters. The position peaked at $926K in Q2 2023. 384 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Western Union position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 87,576 Western Union shares in Q3 2026, an estimated $674K.
  • Impact Partnership Wealth first reported a position in Western Union in Q2 2023 and held it in 11 quarters.
  • Impact Partnership Wealth's Western Union position peaked at $926K in Q2 2023.
  • 384 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.