ORG
WU icon

Optimist Retirement Group’s Western Union WU Stock Holding History

Optimist Retirement 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
2026
Q2 		$2.17M Sell
281,609
-184
-0.1% -$1.54K 0.84% 38
2026
Q1 		$2.46M Buy
281,793
+69,421
+33% +$657K 1.09% 27
2025
Q4 		$1.98M Sell
212,372
-72,161
-25% -$637K 0.91% 35
2025
Q3 		$2.27M Buy
284,533
+56,243
+25% +$470K 1.03% 30
2025
Q2 		$1.92M Buy
228,290
+206,654
+955% +$1.96M 0.92% 40
2025
Q1 		$229K Buy
+21,636
New +$229K 0.11% 99
2024
Q4 		– Sell
-20,476
Closed -$244K – 127
2024
Q3 		$244K Hold
20,476
– – 0.11% 99
2024
Q2 		$250K Buy
+20,476
New +$266K 0.13% 68

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BAM
Brickwood Asset Management London, United Kingdom $139M AUM 3.28% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Optimist Retirement Group's WU Position: Q2 2026 in Review

Optimist Retirement Group reduced its Western Union (WU) stake by 0.07% in Q2 2026, selling an estimated $1.54K and leaving 281,609 shares worth $2.17M. The position accounts for 0.84% of the portfolio, ranked #38.

Optimist Retirement Group first reported a position in WU in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.46M in Q1 2026. 302 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Optimist Retirement Group held 281,609 shares of Western Union worth $2.17M as of Q2 2026.
  • Optimist Retirement Group sold 184 Western Union shares in Q2 2026, an estimated $1.54K.
  • Western Union made up 0.84% of Optimist Retirement Group's portfolio in Q2 2026, its #38 holding.
  • Optimist Retirement Group first reported a position in Western Union in Q2 2024 and has held it in 8 quarters since.
  • Optimist Retirement Group's Western Union position peaked at $2.46M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.