Novem Group’s Western Union WU Stock Holding History

Novem 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
2025 Q4	–	Sell	-95,675	Closed	-$764K	–	473
2025 Q3	$764K	Buy	95,675 +4,344	+5%	+$36.3K	0.09%	210
2025 Q2	$769K	Buy	+91,331	New	+$868K	0.1%	205

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Novem Group's WU Position: Q4 2025 in Review

Novem Group sold out of Western Union (WU) in Q4 2025, closing a stake of 95,675 shares — an estimated $764K sold.

Novem Group first reported a position in WU in Q2 2025 and held it in 2 quarters. The position peaked at $769K in Q2 2025. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

Novem Group reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
Novem Group sold 95,675 Western Union shares in Q4 2025, an estimated $764K.
Novem Group first reported a position in Western Union in Q2 2025 and held it in 2 quarters.
Novem Group's Western Union position peaked at $769K in Q2 2025.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Novem Group's 13F filing for Q4 2025, filed 27 Jan 2026.