Occudo Quantitative Strategies’s Western Union WU Stock Holding History

Occudo Quantitative Strategies’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	-15,293	Closed	-$142K	–	950
2025 Q4	$142K	Sell	15,293 -7,373	-33%	-$65.1K	0.01%	629
2025 Q3	$181K	Buy	+22,666	New	+$190K	0.02%	591
2023 Q1	–	Sell	-101,737	Closed	-$1.4M	–	1230
2022 Q4	$1.4M	Buy	101,737 +11,152	+12%	+$154K	0.16%	196
2022 Q3	$1.22M	Sell	90,585 -4,641	-5%	-$72.7K	0.1%	328
2022 Q2	$1.57M	Buy	95,226 +59,704	+168%	+$1.05M	0.13%	245
2022 Q1	$666K	Buy	+35,522	New	+$657K	0.06%	532
2021 Q4	–	Sell	-30,066	Closed	-$608K	–	1275
2021 Q3	$608K	Buy	+30,066	New	+$664K	0.07%	470
2021 Q2	–	Sell	-41,005	Closed	-$1.01M	–	1077
2021 Q1	$1.01M	Buy	41,005 +24,806	+153%	+$584K	0.22%	125
2020 Q4	$355K	Buy	+16,199	New	+$351K	0.11%	353

Other funds holding WU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Occudo Quantitative Strategies's WU Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Western Union (WU) in Q1 2026, closing a stake of 15,293 shares — an estimated $142K sold.

Occudo Quantitative Strategies first reported a position in WU in Q4 2020 and held it in 9 quarters. The position peaked at $1.57M in Q2 2022. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 15,293 Western Union shares in Q1 2026, an estimated $142K.
Occudo Quantitative Strategies first reported a position in Western Union in Q4 2020 and held it in 9 quarters.
Occudo Quantitative Strategies's Western Union position peaked at $1.57M in Q2 2022.
511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.