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Kingsview Wealth Management’s Western Union WU Stock Holding History

Kingsview Wealth Management’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
-46,645
Closed -$494K – 1196
2024
Q4 		$494K Sell
46,645
-151,357
-76% -$1.68M 0.01% 741
2024
Q3 		$2.36M Buy
198,002
+147,658
+293% +$1.78M 0.05% 332
2024
Q2 		$615K Sell
50,344
-180,626
-78% -$2.35M 0.01% 626
2024
Q1 		$3.23M Buy
230,970
+173,280
+300% +$2.23M 0.08% 234
2023
Q4 		$688K Sell
57,690
-107
-0.2% -$1.3K 0.02% 567
2023
Q3 		$762K Buy
+57,797
New +$708K 0.03% 507
2023
Q2 		– Sell
-39,885
Closed -$445K – 984
2023
Q1 		$445K Buy
+39,885
New +$519K 0.02% 611
2022
Q4 		– Sell
-47,194
Closed -$637K – 911
2022
Q3 		$637K Buy
47,194
+25,523
+118% +$400K 0.03% 444
2022
Q2 		$357K Buy
+21,671
New +$382K 0.02% 610

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

Kingsview Wealth Management's WU Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Western Union (WU) in Q1 2025, closing a stake of 46,645 shares — an estimated $494K sold.

Kingsview Wealth Management first reported a position in WU in Q2 2022 and held it in 9 quarters. The position peaked at $3.23M in Q1 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 46,645 Western Union shares in Q1 2025, an estimated $494K.
  • Kingsview Wealth Management first reported a position in Western Union in Q2 2022 and held it in 9 quarters.
  • Kingsview Wealth Management's Western Union position peaked at $3.23M in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.