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Premier Path Wealth Partners’s Western Union WU Stock Holding History

Premier Path Wealth Partners’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
-114,058
Closed -$1.21M – 399
2025
Q1 		$1.21M Buy
114,058
+2,337
+2% +$24.8K 0.19% 134
2024
Q4 		$1.18M Buy
111,721
+15,550
+16% +$172K 0.18% 134
2024
Q3 		$1.15M Buy
96,171
+8,923
+10% +$108K 0.18% 146
2024
Q2 		$1.07M Buy
87,248
+4,424
+5% +$57.5K 0.18% 139
2024
Q1 		$1.16M Buy
82,824
+20,887
+34% +$269K 0.22% 123
2023
Q4 		$748K Buy
+61,937
New +$756K 0.17% 144

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Premier Path Wealth Partners's WU Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of Western Union (WU) in Q2 2025, closing a stake of 114,058 shares — an estimated $1.21M sold.

Premier Path Wealth Partners first reported a position in WU in Q4 2023 and held it in 6 quarters. The position peaked at $1.21M in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Premier Path Wealth Partners reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 114,058 Western Union shares in Q2 2025, an estimated $1.21M.
  • Premier Path Wealth Partners first reported a position in Western Union in Q4 2023 and held it in 6 quarters.
  • Premier Path Wealth Partners's Western Union position peaked at $1.21M in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.