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INVST’s Western Union WU Stock Holding History

INVST’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
Q1 		– Sell
-92,783
Closed -$984K – 340
2024
Q4 		$984K Sell
92,783
-25,928
-22% -$287K 0.12% 116
2024
Q3 		$1.42M Buy
118,711
+5,143
+5% +$62K 0.17% 83
2024
Q2 		$1.38M Buy
113,568
+1,544
+1% +$20.1K 0.15% 87
2024
Q1 		$1.54M Buy
+112,024
New +$1.44M 0.18% 82

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

INVST's WU Position: Q1 2025 in Review

INVST sold out of Western Union (WU) in Q1 2025, closing a stake of 92,783 shares — an estimated $984K sold.

INVST first reported a position in WU in Q1 2024 and held it in 4 quarters. The position peaked at $1.54M in Q1 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • INVST reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • INVST sold 92,783 Western Union shares in Q1 2025, an estimated $984K.
  • INVST first reported a position in Western Union in Q1 2024 and held it in 4 quarters.
  • INVST's Western Union position peaked at $1.54M in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.