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One Wealth Advisors’s Western Union WU Stock Holding History

One Wealth Advisors’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
Q2 		– Sell
-20,257
Closed -$214K – 303
2025
Q1 		$214K Buy
20,257
+8,496
+72% +$90K 0.03% 266
2024
Q4 		$125K Sell
11,761
-10,349
-47% -$115K 0.02% 248
2024
Q3 		$264K Sell
22,110
-54
-0.2% -$651 0.04% 216
2024
Q2 		$259K Buy
22,164
+11,044
+99% +$143K 0.06% 179
2024
Q1 		$155K Buy
+11,120
New +$143K 0.03% 245
2023
Q3 		– Sell
-13,217
Closed -$155K – 226
2023
Q2 		$155K Sell
13,217
-844
-6% -$9.72K 0.03% 205
2023
Q1 		$157K Buy
14,061
+8,513
+153% +$111K 0.04% 195
2022
Q4 		$76.4K Buy
+5,548
New +$76.6K 0.02% 334
2021
Q2 		– Sell
-8,483
Closed -$209K – 189
2021
Q1 		$209K Sell
8,483
-7,412
-47% -$174K 0.08% 145
2020
Q4 		$349K Buy
+15,895
New +$345K 0.19% 72
2020
Q3 		– Sell
-23,302
Closed -$504K – 103
2020
Q2 		$504K Sell
23,302
-1,035
-4% -$21K 0.4% 24
2020
Q1 		$441K Buy
24,337
+1,000
+4% +$24.5K 0.44% 28
2019
Q4 		$625K Buy
23,337
+2,369
+11% +$61.4K 0.46% 25
2019
Q3 		$486K Buy
20,968
+3,429
+20% +$74K 0.42% 32
2019
Q2 		$349K Sell
17,539
-767
-4% -$14.9K 0.29% 57
2019
Q1 		$338K Buy
18,306
+5,797
+46% +$104K 0.28% 60
2018
Q4 		$213K Sell
12,509
-4,428
-26% -$80.5K 0.21% 86
2018
Q3 		$323K Sell
16,937
-5,106
-23% -$99.1K 0.25% 77
2018
Q2 		$448K Sell
22,043
-7,525
-25% -$150K 0.36% 35
2018
Q1 		$569K Sell
29,568
-1,666
-5% -$33.4K 0.5% 20
2017
Q4 		$594K Buy
+31,234
New +$613K 0.48% 23

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

One Wealth Advisors's WU Position: Q2 2025 in Review

One Wealth Advisors sold out of Western Union (WU) in Q2 2025, closing a stake of 20,257 shares — an estimated $214K sold.

One Wealth Advisors first reported a position in WU in Q4 2017 and held it in 21 quarters. The position peaked at $625K in Q4 2019. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • One Wealth Advisors reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • One Wealth Advisors sold 20,257 Western Union shares in Q2 2025, an estimated $214K.
  • One Wealth Advisors first reported a position in Western Union in Q4 2017 and held it in 21 quarters.
  • One Wealth Advisors's Western Union position peaked at $625K in Q4 2019.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.