Long Road Investment Counsel’s Western Union WU Stock Holding History

Long Road Investment Counsel’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	-31,533	Closed	-$266K	–	82
2025 Q2	$266K	Sell	31,533 -765	-2%	-$7.27K	0.1%	76
2025 Q1	$342K	Buy	32,298 +730	+2%	+$7.74K	0.13%	72
2024 Q4	$335K	Hold	31,568	–	–	0.14%	67
2024 Q3	$377K	Sell	31,568 -4,919	-13%	-$59.3K	0.15%	66
2024 Q2	$446K	Hold	36,487	–	–	0.19%	64
2024 Q1	$510K	Sell	36,487 -600	-2%	-$7.73K	0.21%	62
2023 Q4	$466K	Sell	37,087 -25	-0.1%	-$305	0.19%	59
2023 Q3	$489K	Hold	37,112	–	–	0.24%	58
2023 Q2	$435K	Hold	37,112	–	–	0.2%	60
2023 Q1	$414K	Hold	37,112	–	–	0.2%	61
2022 Q4	$511K	Hold	37,112	–	–	0.25%	61
2022 Q3	$501K	Hold	37,112	–	–	0.27%	60
2022 Q2	$611K	Hold	37,112	–	–	0.31%	58
2022 Q1	$695K	Hold	37,112	–	–	0.31%	56
2021 Q4	$662K	Hold	37,112	–	–	0.26%	58
2021 Q3	$750K	Hold	37,112	–	–	0.33%	56
2021 Q2	$852K	Hold	37,112	–	–	0.37%	52
2021 Q1	$915K	Hold	37,112	–	–	0.41%	51
2020 Q4	$814K	Sell	37,112 -164	-0.4%	-$3.56K	0.4%	51
2020 Q3	$799K	Hold	37,276	–	–	0.45%	48
2020 Q2	$806K	Hold	37,276	–	–	0.48%	49
2020 Q1	$676K	Hold	37,276	–	–	0.48%	49
2019 Q4	$998K	Sell	37,276 -1,101	-3%	-$28.5K	0.59%	45
2019 Q3	$889K	Hold	38,377	–	–	0.52%	49
2019 Q2	$763K	Sell	38,377 -319	-0.8%	-$6.22K	0.45%	52
2019 Q1	$715K	Hold	38,696	–	–	0.44%	51
2018 Q4	$660K	Hold	38,696	–	–	0.5%	45
2018 Q3	$738K	Hold	38,696	–	–	0.49%	49
2018 Q2	$787K	Hold	38,696	–	–	0.56%	47
2018 Q1	$744K	Hold	38,696	–	–	0.52%	49
2017 Q4	$736K	Hold	38,696	–	–	0.51%	50
2017 Q3	$743K	Hold	38,696	–	–	0.53%	49
2017 Q2	$737K	Hold	38,696	–	–	0.54%	49
2017 Q1	$787K	Hold	38,696	–	–	0.58%	49
2016 Q4	$840K	Sell	38,696 -5,475	-12%	-$114K	0.65%	43
2016 Q3	$920K	Hold	44,171	–	–	0.71%	43
2016 Q2	$847K	Hold	44,171	–	–	0.66%	45
2016 Q1	$852K	Hold	44,171	–	–	0.67%	43
2015 Q4	$791K	Hold	44,171	–	–	0.65%	41
2015 Q3	$811K	Hold	44,171	–	–	0.69%	40
2015 Q2	$898K	Buy	44,171 +164	+0.4%	+$3.49K	0.73%	39
2015 Q1	$916K	Hold	44,007	–	–	0.78%	36
2014 Q4	$788K	Buy	+44,007	New	+$763K	0.71%	37

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Road Investment Counsel's WU Position: Q3 2025 in Review

Long Road Investment Counsel sold out of Western Union (WU) in Q3 2025, closing a stake of 31,533 shares — an estimated $266K sold.

Long Road Investment Counsel first reported a position in WU in Q4 2014 and held it in 43 quarters. The position peaked at $998K in Q4 2019. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

Long Road Investment Counsel reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
Long Road Investment Counsel sold 31,533 Western Union shares in Q3 2025, an estimated $266K.
Long Road Investment Counsel first reported a position in Western Union in Q4 2014 and held it in 43 quarters.
Long Road Investment Counsel's Western Union position peaked at $998K in Q4 2019.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Long Road Investment Counsel's 13F filing for Q3 2025, filed 14 Nov 2025.