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Operose Advisors’s Western Union WU Stock Holding History

Operose 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
Q1 		– Sell
-560
Closed -$5.94K – 455
2024
Q4 		$5.94K Sell
560
-3,985
-88% -$44.2K ﹤0.01% 347
2024
Q3 		$54.2K Buy
+4,545
New +$54.8K 0.02% 261

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Operose Advisors's WU Position: Q1 2025 in Review

Operose Advisors sold out of Western Union (WU) in Q1 2025, closing a stake of 560 shares — an estimated $5.94K sold.

Operose Advisors first reported a position in WU in Q3 2024 and held it in 2 quarters. The position peaked at $54.2K in Q3 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Operose Advisors reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 560 Western Union shares in Q1 2025, an estimated $5.94K.
  • Operose Advisors first reported a position in Western Union in Q3 2024 and held it in 2 quarters.
  • Operose Advisors's Western Union position peaked at $54.2K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.