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Integrated Wealth Concepts’s Western Union WU Stock Holding History

Integrated Wealth Concepts’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
-50,242
Closed -$423K – 2113
2025
Q2 		$423K Buy
50,242
+10,383
+26% +$98.7K ﹤0.01% 1367
2025
Q1 		$422K Buy
39,859
+5,351
+16% +$56.7K ﹤0.01% 1225
2024
Q4 		$366K Sell
34,508
-13,234
-28% -$147K ﹤0.01% 1266
2024
Q3 		$570K Buy
47,742
+8,943
+23% +$108K 0.01% 1026
2024
Q2 		$474K Buy
38,799
+1,195
+3% +$15.5K 0.01% 1071
2024
Q1 		$526K Buy
+37,604
New +$484K 0.01% 1035
2023
Q1 		– Sell
-27,976
Closed -$385K – 1390
2022
Q4 		$385K Buy
27,976
+2,245
+9% +$31K 0.01% 736
2022
Q3 		$347K Buy
+25,731
New +$403K 0.01% 693
2021
Q3 		– Sell
-11,286
Closed -$259K – 982
2021
Q2 		$259K Buy
+11,286
New +$281K 0.01% 696

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

Integrated Wealth Concepts's WU Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Western Union (WU) in Q3 2025, closing a stake of 50,242 shares — an estimated $423K sold.

Integrated Wealth Concepts first reported a position in WU in Q2 2021 and held it in 9 quarters. The position peaked at $570K in Q3 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 50,242 Western Union shares in Q3 2025, an estimated $423K.
  • Integrated Wealth Concepts first reported a position in Western Union in Q2 2021 and held it in 9 quarters.
  • Integrated Wealth Concepts's Western Union position peaked at $570K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.