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J. Goldman & Co’s Western Union WU Stock Holding History

J. Goldman & Co’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 		$29.9M Buy
3,430,000
+1,220,000
+55% +$11.5M 0.87% 12
2025
Q4 		$20.6M Buy
+2,210,000
New +$19.5M 0.54% 48
2022
Q1 		– Sell
-1,800,000
Closed -$32.1M – 460
2021
Q4 		$32.1M Buy
1,800,000
+33,900
+2% +$625K 1.77% 7
2021
Q3 		$35.7M Sell
1,766,100
-140,100
-7% -$3.09M 1.79% 6
2021
Q2 		$43.8M Buy
+1,906,200
New +$47.5M 1.7% 6

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

J. Goldman & Co's WU Position: Q1 2026 in Review

J. Goldman & Co reduced its Western Union (WU) stake by 43% in Q1 2026, selling an estimated $16.3M and leaving 2,254,146 shares worth $19.7M. The position accounts for 0.57% of the portfolio, ranked #35.

J. Goldman & Co first reported a position in WU in Q2 2021 and has held it in 5 quarters since. The position peaked at $37M in Q4 2025. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • J. Goldman & Co held 2,254,146 shares of Western Union worth $19.7M as of Q1 2026.
  • J. Goldman & Co sold 1,716,572 Western Union shares in Q1 2026, an estimated $16.3M.
  • Western Union made up 0.57% of J. Goldman & Co's portfolio in Q1 2026, its #35 holding.
  • J. Goldman & Co first reported a position in Western Union in Q2 2021 and has held it in 5 quarters since.
  • J. Goldman & Co's Western Union position peaked at $37M in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.