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InceptionR’s Western Union WU Stock Holding History

InceptionR’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
-43,867
Closed -$369K – 968
2025
Q2 		$369K Buy
+43,867
New +$417K 0.09% 388
2025
Q1 		– Sell
-30,912
Closed -$328K – 872
2024
Q4 		$328K Buy
+30,912
New +$343K 0.07% 428
2024
Q3 		– Sell
-51,470
Closed -$629K – 900
2024
Q2 		$629K Buy
51,470
+32,436
+170% +$421K 0.18% 222
2024
Q1 		$266K Buy
+19,034
New +$245K 0.07% 453
2023
Q3 		– Sell
-12,023
Closed -$141K – 599
2023
Q2 		$141K Sell
12,023
-21,839
-64% -$252K 0.08% 387
2023
Q1 		$378K Buy
+33,862
New +$441K 0.12% 314

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

InceptionR's WU Position: Q3 2025 in Review

InceptionR sold out of Western Union (WU) in Q3 2025, closing a stake of 43,867 shares — an estimated $369K sold.

InceptionR first reported a position in WU in Q1 2023 and held it in 6 quarters. The position peaked at $629K in Q2 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • InceptionR reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 43,867 Western Union shares in Q3 2025, an estimated $369K.
  • InceptionR first reported a position in Western Union in Q1 2023 and held it in 6 quarters.
  • InceptionR's Western Union position peaked at $629K in Q2 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.