Principle Wealth Partners’s Western Union WU Stock Holding History

Principle 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
2026 Q1	$153K	Hold	17,533	–	–	0.01%	376
2025 Q4	$163K	Hold	17,533	–	–	0.01%	368
2025 Q3	$140K	Hold	17,533	–	–	0.01%	356
2025 Q2	$148K	Sell	17,533 -1,924	-10%	-$18.3K	0.01%	355
2025 Q1	$206K	Buy	+19,457	New	+$206K	0.01%	330
2024 Q4	–	Sell	-14,222	Closed	-$170K	–	348
2024 Q3	$170K	Buy	+14,222	New	+$172K	0.01%	335
2024 Q2	–	Sell	-14,222	Closed	-$199K	–	347
2024 Q1	$199K	Buy	14,222 +702	+5%	+$9.04K	0.02%	339
2023 Q4	$161K	Hold	13,520	–	–	0.01%	332
2023 Q3	$178K	Sell	13,520 -2,110	-13%	-$25.9K	0.02%	315
2023 Q2	$183K	Hold	15,630	–	–	0.02%	319
2023 Q1	$174K	Hold	15,630	–	–	0.02%	311
2022 Q4	$215K	Buy	15,630 +200	+1%	+$2.76K	0.02%	295
2022 Q3	$208	Hold	15,430	–	–	0.02%	282
2022 Q2	$254K	Hold	15,430	–	–	0.03%	271
2022 Q1	$289K	Hold	15,430	–	–	0.03%	263
2021 Q4	$275K	Buy	+15,430	New	+$285K	0.03%	271

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return