Mork Capital Management’s Western Union WU Stock Holding History

Mork Capital Management’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	$873K	Hold	100,000	–	–	0.62%	87
2025 Q4	$931K	Hold	100,000	–	–	0.57%	98
2025 Q3	$799K	Hold	100,000	–	–	0.55%	85
2025 Q2	$842K	Hold	100,000	–	–	0.61%	81
2025 Q1	$1.06M	Buy	+100,000	New	+$1.06M	0.83%	54
2024 Q4	–	Sell	-83,790	Closed	-$1,000K	–	136
2024 Q3	$1,000K	Hold	83,790	–	–	0.72%	78
2024 Q2	$1.02M	Hold	83,790	–	–	0.8%	63
2024 Q1	$1.17M	Hold	83,790	–	–	0.88%	36
2023 Q4	$999K	Buy	83,790 +23,080	+38%	+$282K	0.61%	71
2023 Q3	$800K	Hold	60,710	–	–	0.62%	79
2023 Q2	$712K	Hold	60,710	–	–	0.55%	100
2023 Q1	$677K	Hold	60,710	–	–	0.55%	104
2022 Q4	$836K	Buy	60,710 +4,140	+7%	+$57.2K	0.64%	101
2022 Q3	$764K	Hold	56,570	–	–	0.75%	64
2022 Q2	$932K	Hold	56,570	–	–	0.85%	54
2022 Q1	$1.06M	Hold	56,570	–	–	0.96%	49
2021 Q4	$1.01M	Buy	+56,570	New	+$1.04M	0.68%	96
2015 Q2	–	Sell	-30,000	Closed	-$624K	–	118
2015 Q1	$624K	Hold	30,000	–	–	0.72%	85
2014 Q4	$537K	Buy	+30,000	New	+$520K	0.47%	130

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