Merit Financial Group’s Western Union WU Stock Holding History

Merit Financial 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	$167K	Buy	19,131 +5,376	+39%	+$50.9K	﹤0.01%	1961
2025 Q4	$128K	Buy	+13,755	New	+$121K	﹤0.01%	1873
2025 Q3	–	Sell	-12,619	Closed	-$106K	–	1874
2025 Q2	$106K	Sell	12,619 -43,626	-78%	-$415K	﹤0.01%	1631
2025 Q1	$595K	Buy	56,245 +44,330	+372%	+$470K	0.01%	858
2024 Q4	$126K	Buy	+11,915	New	+$132K	﹤0.01%	1123
2023 Q4	–	Sell	-24,740	Closed	-$326K	–	838
2023 Q3	$326K	Buy	24,740 +8,383	+51%	+$103K	0.01%	562
2023 Q2	$192K	Buy	16,357 +3,491	+27%	+$40.2K	0.01%	707
2023 Q1	$143K	Sell	12,866 -4,681	-27%	-$60.9K	0.01%	599
2022 Q4	$242K	Buy	+17,547	New	+$242K	0.01%	591

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