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Marshall Financial Group (Maryland)’s Western Union WU Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-90,335
Closed -$722K – 313
2025
Q3 		$722K Buy
90,335
+7,775
+9% +$65K 0.14% 163
2025
Q2 		$703K Buy
+82,560
New +$785K 0.14% 167
2024
Q2 		– Sell
-64,881
Closed -$907K – 196
2024
Q1 		$907K Buy
64,881
+6,735
+12% +$86.8K 0.26% 107
2023
Q4 		$693K Buy
+58,146
New +$709K 0.22% 116

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Marshall Financial Group (Maryland)'s WU Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Western Union (WU) in Q4 2025, closing a stake of 90,335 shares — an estimated $722K sold.

Marshall Financial Group (Maryland) first reported a position in WU in Q4 2023 and held it in 4 quarters. The position peaked at $907K in Q1 2024. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 90,335 Western Union shares in Q4 2025, an estimated $722K.
  • Marshall Financial Group (Maryland) first reported a position in Western Union in Q4 2023 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Western Union position peaked at $907K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.