Marshall Wace
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Marshall Wace’s Western Union WU Stock Holding History

Marshall Wace’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 		$36.1M Buy
4,135,618
+394,769
+11% +$3.74M 0.04% 476
2025
Q4 		$34.8M Buy
3,740,849
+3,633,049
+3,370% +$32.1M 0.03% 451
2025
Q3 		$861K Buy
+107,800
New +$901K ﹤0.01% 2006
2025
Q2 		– Sell
-57,282
Closed -$606K – 3238
2025
Q1 		$606K Buy
+57,282
New +$607K ﹤0.01% 1995
2024
Q4 		– Sell
-2,055,389
Closed -$24.5M – 3059
2024
Q3 		$24.5M Sell
2,055,389
-1,282,077
-38% -$15.5M 0.03% 452
2024
Q2 		$40.8M Buy
3,337,466
+1,142,400
+52% +$14.8M 0.05% 301
2024
Q1 		$30.7M Sell
2,195,066
-2,838,592
-56% -$36.6M 0.05% 369
2023
Q4 		$60M Buy
5,033,658
+1,871,686
+59% +$22.8M 0.1% 200
2023
Q3 		$41.7M Sell
3,161,972
-2,994,121
-49% -$36.7M 0.08% 242
2023
Q2 		$72.2M Sell
6,156,093
-713,997
-10% -$8.23M 0.14% 156
2023
Q1 		$76.6M Buy
6,870,090
+6,247,939
+1,004% +$81.3M 0.16% 133
2022
Q4 		$8.57M Sell
622,151
-3,330,236
-84% -$46M 0.02% 889
2022
Q3 		$53.4M Buy
3,952,387
+2,196,323
+125% +$34.4M 0.12% 177
2022
Q2 		$28.9M Buy
1,756,064
+318,015
+22% +$5.61M 0.06% 341
2022
Q1 		$26.9M Buy
+1,438,049
New +$26.6M 0.05% 396
2021
Q3 		– Sell
-15,264
Closed -$351K – 3483
2021
Q2 		$351K Sell
15,264
-11,421
-43% -$284K ﹤0.01% 2274
2021
Q1 		$658K Buy
+26,685
New +$628K ﹤0.01% 1831
2020
Q2 		– Sell
-575,695
Closed -$10.4M – 1996
2020
Q1 		$10.4M Buy
+575,695
New +$14.1M 0.1% 206
2019
Q2 		– Sell
-390,847
Closed -$7.22M – 1902
2019
Q1 		$7.22M Buy
390,847
+382,778
+4,744% +$6.88M 0.07% 345
2018
Q4 		$138K Buy
+8,069
New +$147K ﹤0.01% 1325
2016
Q3 		– Sell
-476,384
Closed -$9.14M – 1157
2016
Q2 		$9.14M Buy
476,384
+55,069
+13% +$1.07M 0.08% 265
2016
Q1 		$8.13M Buy
421,315
+164,346
+64% +$2.96M 0.08% 246
2015
Q4 		$4.6M Sell
256,969
-1,246,150
-83% -$23.5M 0.04% 400
2015
Q3 		$27.6M Buy
+1,503,119
New +$28.6M 0.34% 78

Other funds holding WU

BlackRock
BlackRock New York $5.72T 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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marshall Wace's WU Position: Q1 2026 in Review

Marshall Wace increased its Western Union (WU) stake by 11% in Q1 2026, buying an estimated $3.74M and bringing the position to 4,135,618 shares worth $36.1M. The position accounts for 0.04% of the portfolio, ranked #476.

Marshall Wace first reported a position in WU in Q3 2015 and has held it in 24 quarters since. The position peaked at $76.6M in Q1 2023. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Marshall Wace held 4,135,618 shares of Western Union worth $36.1M as of Q1 2026.
  • Marshall Wace bought 394,769 Western Union shares in Q1 2026, an estimated $3.74M.
  • Western Union made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #476 holding.
  • Marshall Wace first reported a position in Western Union in Q3 2015 and has held it in 24 quarters since.
  • Marshall Wace's Western Union position peaked at $76.6M in Q1 2023.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.