MCM
WU icon

MAI Capital Management’s Western Union WU Stock Holding History

MAI Capital 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
2026
Q1 		$36.7K Buy
4,207
+1,145
+37% +$10.8K ﹤0.01% 2433
2025
Q4 		$28.5K Sell
3,062
-126
-4% -$1.11K ﹤0.01% 2329
2025
Q3 		$25.5K Buy
3,188
+1,046
+49% +$8.75K ﹤0.01% 2293
2025
Q2 		$18K Buy
2,142
+1,401
+189% +$13.3K ﹤0.01% 2398
2025
Q1 		$7.84K Buy
741
+102
+16% +$1.08K ﹤0.01% 2582
2024
Q4 		$6.77K Buy
+639
New +$7.08K ﹤0.01% 2665
2024
Q3 		– Sell
-24,699
Closed -$302K – 1253
2024
Q2 		$302K Sell
24,699
-3,779
-13% -$49.1K ﹤0.01% 991
2024
Q1 		$398K Buy
28,478
+1,419
+5% +$18.3K ﹤0.01% 884
2023
Q4 		$323K Sell
27,059
-2,977
-10% -$36.3K ﹤0.01% 844
2023
Q3 		$396K Buy
30,036
+5,754
+24% +$70.5K 0.01% 709
2023
Q2 		$285K Buy
24,282
+10,535
+77% +$121K ﹤0.01% 830
2023
Q1 		$153K Sell
13,747
-29,239
-68% -$381K ﹤0.01% 969
2022
Q4 		$592K Buy
42,986
+13,706
+47% +$189K 0.01% 569
2022
Q3 		$395K Buy
+29,280
New +$459K 0.01% 626
2013
Q4 		– Sell
-11,383
Closed -$212K – 400
2013
Q3 		$212K Sell
11,383
-139,150
-92% -$2.5M 0.03% 309
2013
Q2 		$2.58M Buy
+150,533
New +$2.39M 0.34% 66

Other funds holding WU

BlackRock
BlackRock New York $5.7T 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 $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return