O'Shaughnessy Asset Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Buy |
275,288
+107,621
| +64% | +$1.02M | 0.01% | 791 |
|
|
2025
Q4 | $1.56M | Buy |
167,667
+107,150
| +177% | +$946K | 0.01% | 952 |
|
|
2025
Q3 | $484K | Sell |
60,517
-122,287
| -67% | -$1.02M | ﹤0.01% | 1505 |
|
|
2025
Q2 | $1.54M | Sell |
182,804
-36,587
| -17% | -$348K | 0.01% | 882 |
|
|
2025
Q1 | $2.32M | Sell |
219,391
-229,369
| -51% | -$2.43M | 0.02% | 642 |
|
|
2024
Q4 | $4.76M | Sell |
448,760
-47,194
| -10% | -$523K | 0.04% | 424 |
|
|
2024
Q3 | $5.87M | Sell |
495,954
-11,818
| -2% | -$143K | 0.05% | 361 |
|
|
2024
Q2 | $6.2M | Buy |
507,772
+210,935
| +71% | +$2.74M | 0.06% | 319 |
|
|
2024
Q1 | $4.15M | Buy |
296,837
+21,376
| +8% | +$275K | 0.05% | 395 |
|
|
2023
Q4 | $3.28M | Sell |
275,461
-73,482
| -21% | -$896K | 0.04% | 405 |
|
|
2023
Q3 | $4.6M | Sell |
348,943
-5,966
| -2% | -$73.1K | 0.07% | 301 |
|
|
2023
Q2 | $4.16M | Buy |
354,909
+6,244
| +2% | +$72K | 0.06% | 308 |
|
|
2023
Q1 | $3.89M | Sell |
348,665
-40,548
| -10% | -$528K | 0.06% | 326 |
|
|
2022
Q4 | $5.36M | Sell |
389,213
-95,606
| -20% | -$1.32M | 0.09% | 251 |
|
|
2022
Q3 | $6.54M | Buy |
484,819
+123,900
| +34% | +$1.94M | 0.12% | 192 |
|
|
2022
Q2 | $5.94M | Sell |
360,919
-441,823
| -55% | -$7.79M | 0.11% | 203 |
|
|
2022
Q1 | $15M | Sell |
802,742
-47,850
| -6% | -$885K | 0.25% | 110 |
|
|
2021
Q4 | $15.2M | Sell |
850,592
-499,160
| -37% | -$9.21M | 0.27% | 106 |
|
|
2021
Q3 | $27.3M | Sell |
1,349,752
-61,735
| -4% | -$1.36M | 0.56% | 49 |
|
|
2021
Q2 | $32.4M | Sell |
1,411,487
-138,551
| -9% | -$3.45M | 0.65% | 40 |
|
|
2021
Q1 | $38.2M | Sell |
1,550,038
-672,959
| -30% | -$15.8M | 0.85% | 25 |
|
|
2020
Q4 | $48.8M | Sell |
2,222,997
-1,652,552
| -43% | -$35.9M | 1.33% | 18 |
|
|
2020
Q3 | $83.1M | Sell |
3,875,549
-195,536
| -5% | -$4.44M | 2.49% | 4 |
|
|
2020
Q2 | $88M | Buy |
4,071,085
+9,874
| +0.2% | +$200K | 2.73% | 5 |
|
|
2020
Q1 | $73.7M | Buy |
4,061,211
+1,169,143
| +40% | +$28.7M | 2.58% | 6 |
|
|
2019
Q4 | $77.4M | Buy |
2,892,068
+55,888
| +2% | +$1.45M | 1.72% | 14 |
|
|
2019
Q3 | $65.7M | Buy |
2,836,180
+231,324
| +9% | +$4.99M | 1.56% | 17 |
|
|
2019
Q2 | $51.7M | Sell |
2,604,856
-158,795
| -6% | -$3.1M | 1.21% | 25 |
|
|
2019
Q1 | $50.9M | Sell |
2,763,651
-1,794,571
| -39% | -$32.3M | 1.21% | 25 |
|
|
2018
Q4 | $77.8M | Sell |
4,558,222
-514,561
| -10% | -$9.36M | 1.97% | 11 |
|
|
2018
Q3 | $96.3M | Sell |
5,072,783
-266,140
| -5% | -$5.17M | 1.97% | 12 |
|
|
2018
Q2 | $108M | Buy |
5,338,923
+32,809
| +0.6% | +$653K | 2.29% | 9 |
|
|
2018
Q1 | $102M | Buy |
5,306,114
+1,417,494
| +36% | +$28.5M | 2.23% | 9 |
|
|
2017
Q4 | $73.9M | Buy |
3,888,620
+1,449,719
| +59% | +$28.4M | 1.73% | 13 |
|
|
2017
Q3 | $46.8M | Buy |
2,438,901
+1,087,759
| +81% | +$20.7M | 1.09% | 30 |
|
|
2017
Q2 | $25.7M | Buy |
1,351,142
+926,614
| +218% | +$17.9M | 0.6% | 40 |
|
|
2017
Q1 | $8.64M | Buy |
424,528
+190,815
| +82% | +$3.89M | 0.2% | 78 |
|
|
2016
Q4 | $9.2M | Sell |
233,713
-343,071
| -59% | -$7.12M | 0.22% | 82 |
|
|
2016
Q3 | $12M | Sell |
576,784
-18,730
| -3% | -$385K | 0.28% | 75 |
|
|
2016
Q2 | $11.4M | Sell |
595,514
-120,983
| -17% | -$2.35M | 0.3% | 80 |
|
|
2016
Q1 | $13.8M | Buy |
716,497
+16,290
| +2% | +$293K | 0.35% | 72 |
|
|
2015
Q4 | $12.5M | Sell |
700,207
-52,920
| -7% | -$999K | 0.31% | 74 |
|
|
2015
Q3 | $14.3M | Buy |
753,127
+532,517
| +241% | +$10.1M | 0.3% | 82 |
|
|
2015
Q2 | $4.49M | Buy |
220,610
+219,159
| +15,104% | +$4.66M | 0.09% | 157 |
|
|
2015
Q1 | $30K | Sell |
1,451
-80,585
| -98% | -$1.5M | ﹤0.01% | 642 |
|
|
2014
Q4 | $1.47M | Sell |
82,036
-2,642,816
| -97% | -$45.8M | 0.03% | 277 |
|
|
2014
Q3 | $43.6M | Sell |
2,724,852
-1,362,999
| -33% | -$23.5M | 0.8% | 42 |
|
|
2014
Q2 | $70.8M | Sell |
4,087,851
-883,144
| -18% | -$14.3M | 1.33% | 21 |
|
|
2014
Q1 | $81.2M | Buy |
4,970,995
+419,282
| +9% | +$6.83M | 1.61% | 17 |
|
|
2013
Q4 | $78.4M | Buy |
4,551,713
+1,534,275
| +51% | +$26.9M | 1.65% | 13 |
|
|
2013
Q3 | $56.2M | Buy |
3,017,438
+1,738,641
| +136% | +$31.2M | 1.35% | 24 |
|
|
2013
Q2 | $21.9M | Buy |
+1,278,797
| New | +$20.3M | 0.58% | 47 |
|
Other funds holding WU
VPM
VCM
O'Shaughnessy Asset Management's WU Position: Q1 2026 in Review
O'Shaughnessy Asset Management increased its Western Union (WU) stake by 64% in Q1 2026, buying an estimated $1.02M and bringing the position to 275,288 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #791.
O'Shaughnessy Asset Management first reported a position in WU in Q2 2013 and has held it in 52 quarters since. The position peaked at $108M in Q2 2018. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.
- O'Shaughnessy Asset Management held 275,288 shares of Western Union worth $2.4M as of Q1 2026.
- O'Shaughnessy Asset Management bought 107,621 Western Union shares in Q1 2026, an estimated $1.02M.
- Western Union made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #791 holding.
- O'Shaughnessy Asset Management first reported a position in Western Union in Q2 2013 and has held it in 52 quarters since.
- O'Shaughnessy Asset Management's Western Union position peaked at $108M in Q2 2018.
- 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.