Mather Group’s Western Union WU Stock Holding History

Mather Group’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	$21.3K	Buy	+2,436	New	+$23.1K	﹤0.01%	1262
2025 Q4	–	Sell	-2,436	Closed	-$19.5K	–	1663
2025 Q3	$19.5K	Buy	+2,436	New	+$20.4K	﹤0.01%	1126
2025 Q2	–	Sell	-2,436	Closed	-$25.8K	–	1740
2025 Q1	$25.8K	Buy	2,436 +47	+2%	+$498	﹤0.01%	1033
2024 Q4	$25.3K	Sell	2,389 -50	-2%	-$554	﹤0.01%	1028
2024 Q3	$29.1K	Sell	2,439 -5,081	-68%	-$61.3K	﹤0.01%	984
2024 Q2	$105K	Buy	7,520 +157	+2%	+$2.04K	﹤0.01%	795
2024 Q1	$87.8K	Buy	+7,363	New	+$94.8K	﹤0.01%	740
2023 Q4	–	Sell	-11,396	Closed	-$150K	–	579
2023 Q3	$150K	Buy	+11,396	New	+$140K	﹤0.01%	522
2023 Q2	–	Sell	-13,173	Closed	-$147K	–	651
2023 Q1	$147K	Buy	+13,173	New	+$171K	﹤0.01%	506

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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