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
2025 Q3	–	Sell	-520,000	Closed	-$4.38M	–	631
2025 Q2	$4.38M	Buy	+520,000	New	+$4.94M	0.1%	211
2020 Q3	–	Sell	-805,600	Closed	-$17.4M	–	396
2020 Q2	$17.4M	Buy	805,600 +605,100	+302%	+$12.3M	1.08%	24
2020 Q1	$3.63M	Buy	+200,500	New	+$4.92M	0.44%	61
2019 Q4	–	Sell	-25,000	Closed	-$579K	–	360
2019 Q3	$579K	Sell	25,000 -305,000	-92%	-$6.58M	0.04%	218
2019 Q2	$6.56M	Buy	+330,000	New	+$6.43M	0.46%	77
2018 Q3	–	Sell	-30,000	Closed	-$610K	–	405
2018 Q2	$610K	Buy	+30,000	New	+$597K	0.03%	278
2017 Q3	–	Sell	-65,000	Closed	-$1.24M	–	414
2017 Q2	$1.24M	Buy	+65,000	New	+$1.26M	0.07%	204

Other funds holding WU

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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.