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Kaufman Rossin Wealth’s Western Union WU Stock Holding History

Kaufman Rossin Wealth’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
Q2 		– Sell
-11,497
Closed -$122K – 192
2025
Q1 		$122K Buy
+11,497
New +$122K 0.09% 148

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaufman Rossin Wealth's WU Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Western Union (WU) in Q2 2025, closing a stake of 11,497 shares — an estimated $122K sold.

Kaufman Rossin Wealth first reported a position in WU in Q1 2025 and held it in 1 quarter. The position peaked at $122K in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Kaufman Rossin Wealth reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 11,497 Western Union shares in Q2 2025, an estimated $122K.
  • Kaufman Rossin Wealth first reported a position in Western Union in Q1 2025 and held it in 1 quarter.
  • Kaufman Rossin Wealth's Western Union position peaked at $122K in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.