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Orion Portfolio Solutions’s Western Union WU Stock Holding History

Orion Portfolio Solutions’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 		$929K Buy
87,834
+19,597
+29% +$208K 0.01% 1123
2024
Q4 		$723K Buy
68,237
+6,727
+11% +$74.5K 0.01% 1206
2024
Q3 		$734K Buy
+61,510
New +$742K 0.01% 1182
2020
Q3 		– Sell
-114
Closed -$2K – 2070
2020
Q2 		$2K Sell
114
-1,597
-93% -$32.4K ﹤0.01% 1847
2020
Q1 		$31K Buy
1,711
+1,202
+236% +$29.5K ﹤0.01% 710
2019
Q4 		$14K Buy
+509
New +$13.2K ﹤0.01% 898

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

Orion Portfolio Solutions's WU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Western Union (WU) stake by 29% in Q1 2025, buying an estimated $208K and bringing the position to 87,834 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #1123.

Orion Portfolio Solutions first reported a position in WU in Q4 2019 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Orion Portfolio Solutions held 87,834 shares of Western Union worth $929K as of Q1 2025.
  • Orion Portfolio Solutions bought 19,597 Western Union shares in Q1 2025, an estimated $208K.
  • Western Union made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1123 holding.
  • Orion Portfolio Solutions first reported a position in Western Union in Q4 2019 and has held it in 6 quarters since.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.