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Private Wealth Management Group’s Western Union WU Stock Holding History

Private Wealth Management 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
2025
Q4 		– Sell
-3
Closed -$24 – 1553
2025
Q3 		$24 Sell
3
-5
-63% -$42 ﹤0.01% 1480
2025
Q2 		$68 Buy
+8
New +$76 ﹤0.01% 1477

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Private Wealth Management Group's WU Position: Q4 2025 in Review

Private Wealth Management Group sold out of Western Union (WU) in Q4 2025, closing a stake of 3 shares — an estimated $24 sold.

Private Wealth Management Group first reported a position in WU in Q2 2025 and held it in 2 quarters. The position peaked at $68 in Q2 2025. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Private Wealth Management Group reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 3 Western Union shares in Q4 2025, an estimated $24.
  • Private Wealth Management Group first reported a position in Western Union in Q2 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Western Union position peaked at $68 in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.