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Neo Ivy Capital Management’s Western Union WU Stock Holding History

Neo Ivy 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 		– Sell
-504,258
Closed -$4.69M – 515
2025
Q4 		$4.69M Buy
504,258
+177,010
+54% +$1.56M 0.74% 41
2025
Q3 		$2.61M Buy
327,248
+179,205
+121% +$1.5M 0.64% 44
2025
Q2 		$1.25M Sell
148,043
-100,891
-41% -$959K 0.4% 90
2025
Q1 		$2.63M Sell
248,934
-9,003
-3% -$95.4K 0.84% 27
2024
Q4 		$2.73M Buy
+257,937
New +$2.86M 0.55% 75
2023
Q4 		$23K Buy
+1,945
New +$23.7K 0.05% 225
2023
Q3 		– Sell
-91,467
Closed -$1.07M – 469
2023
Q2 		$1.07M Buy
+91,467
New +$1.05M 0.57% 56
2022
Q3 		– Sell
-1,368
Closed -$22K – 580
2022
Q2 		$22K Sell
1,368
-14,012
-91% -$247K 0.06% 299
2022
Q1 		$288K Buy
15,380
+5,411
+54% +$100K 0.26% 144
2021
Q4 		$178K Buy
9,969
+9,385
+1,607% +$173K 0.26% 151
2021
Q3 		$13K Sell
584
-37,203
-98% -$822K 0.01% 412
2021
Q2 		$868K Buy
37,787
+35,109
+1,311% +$874K 0.88% 2
2021
Q1 		$66K Sell
2,678
-12,061
-82% -$284K 0.07% 304
2020
Q4 		$323K Buy
14,739
+6,338
+75% +$138K 0.36% 96
2020
Q3 		$180K Buy
8,401
+7,817
+1,339% +$177K 0.18% 207
2020
Q2 		$13K Sell
584
-20,545
-97% -$417K 0.01% 412
2020
Q1 		$383K Buy
21,129
+14,009
+197% +$344K 0.62% 25
2019
Q4 		$191K Buy
+7,120
New +$185K 0.22% 164

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Neo Ivy Capital Management's WU Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Western Union (WU) in Q1 2026, closing a stake of 504,258 shares — an estimated $4.69M sold.

Neo Ivy Capital Management first reported a position in WU in Q4 2019 and held it in 18 quarters. The position peaked at $4.69M in Q4 2025. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 504,258 Western Union shares in Q1 2026, an estimated $4.69M.
  • Neo Ivy Capital Management first reported a position in Western Union in Q4 2019 and held it in 18 quarters.
  • Neo Ivy Capital Management's Western Union position peaked at $4.69M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.