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Rise Advisors’s Western Union WU Stock Holding History

Rise Advisors’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
-1
Closed -$11 – 1448
2025
Q3 		$11 Hold
1
– – ﹤0.01% 1523
2025
Q2 		$11 Hold
1
– – ﹤0.01% 1535
2025
Q1 		$14 Sell
1
-1,211
-100% -$12.8K ﹤0.01% 1495
2024
Q4 		$12.8K Buy
1,212
+26
+2% +$288 0.01% 902
2024
Q3 		$14.1K Buy
1,186
+22
+2% +$265 0.01% 896
2024
Q2 		$14.2K Buy
1,164
+42
+4% +$546 0.01% 859
2024
Q1 		$15.7K Buy
+1,122
New +$14.5K 0.01% 832
2022
Q3 		– Sell
-104
Closed -$2K – 752
2022
Q2 		$2K Buy
104
+1
+1% +$18 ﹤0.01% 589
2022
Q1 		$2K Buy
103
+2
+2% +$37 ﹤0.01% 566
2021
Q4 		$1.81K Buy
+101
New +$1.86K ﹤0.01% 544

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

Rise Advisors's WU Position: Q4 2025 in Review

Rise Advisors sold out of Western Union (WU) in Q4 2025, closing a stake of 1 share — an estimated $11 sold.

Rise Advisors first reported a position in WU in Q4 2021 and held it in 10 quarters. The position peaked at $15.7K in Q1 2024. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Rise Advisors reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1 Western Union share in Q4 2025, an estimated $11.
  • Rise Advisors first reported a position in Western Union in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's Western Union position peaked at $15.7K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.