Moors & Cabot
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Moors & Cabot’s Western Union WU Stock Holding History

Moors & Cabot’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
Q3 		$429K Buy
72,645
+8,660
+14% +$63.1K 0.02% 620
2026
Q2 		$493K Buy
63,985
+22,135
+53% +$186K 0.02% 570
2026
Q1 		$365K Buy
41,850
+10,680
+34% +$101K 0.02% 639
2025
Q4 		$290K Buy
31,170
+8,615
+38% +$76.1K 0.01% 698
2025
Q3 		$180K Buy
+22,555
New +$189K 0.01% 852
2020
Q3 		– Sell
-14,244
Closed -$310K – 747
2020
Q2 		$310K Buy
14,244
+2,035
+17% +$41.3K 0.03% 438
2020
Q1 		$223K Sell
12,209
-1,999
-14% -$49K 0.03% 471
2019
Q4 		$380K Sell
14,208
-410
-3% -$10.6K 0.04% 407
2019
Q3 		$337K Buy
14,618
+4,147
+40% +$89.5K 0.04% 417
2019
Q2 		$209K Buy
+10,471
New +$204K 0.03% 500
2017
Q3 		– Sell
-10,138
Closed -$197K – 554
2017
Q2 		$197K Sell
10,138
-1,097
-10% -$21.2K 0.03% 470
2017
Q1 		$226K Sell
11,235
-1,097
-9% -$22.4K 0.04% 436
2016
Q4 		$271K Buy
12,332
+402
+3% +$8.34K 0.04% 409
2016
Q3 		$244K Buy
11,930
+147
+1% +$3.02K 0.04% 432
2016
Q2 		$230K Sell
11,783
-497
-4% -$9.7K 0.04% 432
2016
Q1 		$241K Sell
12,280
-4,077
-25% -$73.3K 0.04% 406
2015
Q4 		$291K Sell
16,357
-1,060
-6% -$20K 0.05% 359
2015
Q3 		$325K Buy
17,417
+2,062
+13% +$39.2K 0.06% 342
2015
Q2 		$311K Sell
15,355
-847
-5% -$18K 0.05% 375
2015
Q1 		$331K Sell
16,202
-312
-2% -$5.81K 0.06% 357
2014
Q4 		$294K Sell
16,514
-892
-5% -$15.5K 0.05% 380
2014
Q3 		$280K Sell
17,406
-1,748
-9% -$30.1K 0.05% 396
2014
Q2 		$329K Buy
19,154
+529
+3% +$8.54K 0.06% 359
2014
Q1 		$305K Buy
+18,625
New +$303K 0.08% 272

Other funds holding WU

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Moors & Cabot's WU Position: Q3 2026 in Review

Moors & Cabot increased its Western Union (WU) stake by 14% in Q3 2026, buying an estimated $63.1K and bringing the position to 72,645 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #620.

Moors & Cabot first reported a position in WU in Q1 2014 and has held it in 24 quarters since. The position peaked at $493K in Q2 2026. 230 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Moors & Cabot held 72,645 shares of Western Union worth $429K as of Q3 2026.
  • Moors & Cabot bought 8,660 Western Union shares in Q3 2026, an estimated $63.1K.
  • Western Union made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #620 holding.
  • Moors & Cabot first reported a position in Western Union in Q1 2014 and has held it in 24 quarters since.
  • Moors & Cabot's Western Union position peaked at $493K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.