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Mark Sheptoff Financial Planning’s Western Union WU Stock Holding History

Mark Sheptoff Financial Planning’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
-2,000
Closed -$16.8K – 550
2025
Q2 		$16.8K Hold
2,000
– – 0.01% 285
2025
Q1 		$21.2K Hold
2,000
– – 0.01% 245
2024
Q4 		$21.2K Hold
2,000
– – 0.01% 255
2024
Q3 		$23.9K Hold
2,000
– – 0.01% 234
2024
Q2 		$24.4K Hold
2,000
– – 0.01% 242
2024
Q1 		$28K Hold
2,000
– – 0.02% 217
2023
Q4 		$23.8K Hold
2,000
– – 0.01% 214
2023
Q3 		$26.4K Hold
2,000
– – 0.02% 193
2023
Q2 		$23.5K Hold
2,000
– – 0.01% 212
2023
Q1 		$22.3K Hold
2,000
– – 0.01% 213
2022
Q4 		$27.5K Hold
2,000
– – 0.02% 192
2022
Q3 		$27K Hold
2,000
– – 0.02% 180
2022
Q2 		$33K Hold
2,000
– – 0.02% 182
2022
Q1 		$37K Hold
2,000
– – 0.02% 194
2021
Q4 		$36K Hold
2,000
– – 0.02% 207
2021
Q3 		$40K Hold
2,000
– – 0.02% 191
2021
Q2 		$46K Hold
2,000
– – 0.02% 196
2021
Q1 		$49K Hold
2,000
– – 0.03% 169
2020
Q4 		$44K Hold
2,000
– – 0.03% 169
2020
Q3 		$43K Hold
2,000
– – 0.03% 152
2020
Q2 		$43K Hold
2,000
– – 0.03% 154
2020
Q1 		$36K Hold
2,000
– – 0.03% 152
2019
Q4 		$54K Hold
2,000
– – 0.03% 148
2019
Q3 		$46K Hold
2,000
– – 0.03% 151
2019
Q2 		$40K Hold
2,000
– – 0.03% 172
2019
Q1 		$37K Hold
2,000
– – 0.03% 169
2018
Q4 		$34K Hold
2,000
– – 0.03% 156
2018
Q3 		$38K Hold
2,000
– – 0.03% 191
2018
Q2 		$41K Hold
2,000
– – 0.03% 173
2018
Q1 		$38K Buy
+2,000
New +$40.1K 0.03% 182

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's WU Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Western Union (WU) in Q3 2025, closing a stake of 2,000 shares — an estimated $16.8K sold.

Mark Sheptoff Financial Planning first reported a position in WU in Q1 2018 and held it in 30 quarters. The position peaked at $54K in Q4 2019. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,000 Western Union shares in Q3 2025, an estimated $16.8K.
  • Mark Sheptoff Financial Planning first reported a position in Western Union in Q1 2018 and held it in 30 quarters.
  • Mark Sheptoff Financial Planning's Western Union position peaked at $54K in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.