MCC
WU icon

Money Concepts Capital’s Western Union WU Stock Holding History

Money Concepts Capital’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
-14,165
Closed -$119K – 495
2025
Q2 		$119K Sell
14,165
-1,712
-11% -$16.3K 0.01% 439
2025
Q1 		$168K Buy
+15,877
New +$168K 0.01% 410
2023
Q1 		– Sell
-1,600
Closed -$22K – 2926
2022
Q4 		$22K Buy
1,600
+600
+60% +$8.28K ﹤0.01% 1632
2022
Q3 		$14K Hold
1,000
– – ﹤0.01% 999
2022
Q2 		$17K Hold
1,000
– – ﹤0.01% 930
2022
Q1 		$19K Buy
+1,000
New +$18.5K ﹤0.01% 1640

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

Money Concepts Capital's WU Position: Q3 2025 in Review

Money Concepts Capital sold out of Western Union (WU) in Q3 2025, closing a stake of 14,165 shares — an estimated $119K sold.

Money Concepts Capital first reported a position in WU in Q1 2022 and held it in 6 quarters. The position peaked at $168K in Q1 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Money Concepts Capital reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Money Concepts Capital sold 14,165 Western Union shares in Q3 2025, an estimated $119K.
  • Money Concepts Capital first reported a position in Western Union in Q1 2022 and held it in 6 quarters.
  • Money Concepts Capital's Western Union position peaked at $168K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Money Concepts Capital's 13F filing for Q3 2025, filed 4 Nov 2025.