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Ritholtz Wealth Management’s Western Union WU Stock Holding History

Ritholtz Wealth Management’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
Q2 		$418K Sell
54,261
-28,486
-34% -$239K 0.01% 920
2026
Q1 		$722K Buy
82,747
+48,547
+142% +$460K 0.01% 655
2025
Q4 		$318K Buy
+34,200
New +$302K 0.01% 869
2024
Q4 		– Sell
-11,970
Closed -$143K – 916
2024
Q3 		$143K Sell
11,970
-328
-3% -$3.96K ﹤0.01% 840
2024
Q2 		$150K Buy
12,298
+1,890
+18% +$24.6K 0.01% 783
2024
Q1 		$146K Sell
10,408
-86
-0.8% -$1.11K 0.01% 759
2023
Q4 		$125K Sell
10,494
-200
-2% -$2.44K ﹤0.01% 722
2023
Q3 		$141K Sell
10,694
-2,831
-21% -$34.7K 0.01% 663
2023
Q2 		$159K Sell
13,525
-8,859
-40% -$102K 0.01% 638
2023
Q1 		$250K Buy
22,384
+1,542
+7% +$20.1K 0.01% 561
2022
Q4 		$287K Sell
20,842
-7,040
-25% -$97.2K 0.02% 464
2022
Q3 		$376K Sell
27,882
-7,428
-21% -$116K 0.02% 471
2022
Q2 		$582K Buy
+35,310
New +$623K 0.04% 283
2021
Q4 		– Sell
-12,683
Closed -$256K – 588
2021
Q3 		$256K Sell
12,683
-14,658
-54% -$324K 0.02% 410
2021
Q2 		$628K Sell
27,341
-2,562
-9% -$63.8K 0.05% 210
2021
Q1 		$737K Buy
29,903
+1,729
+6% +$40.7K 0.06% 148
2020
Q4 		$618K Sell
28,174
-7,898
-22% -$171K 0.06% 131
2020
Q3 		$773K Buy
36,072
+8,434
+31% +$191K 0.09% 99
2020
Q2 		$598K Buy
27,638
+14,240
+106% +$289K 0.08% 97
2020
Q1 		$243K Buy
+13,398
New +$329K 0.04% 126

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ritholtz Wealth Management's WU Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Western Union (WU) stake by 34% in Q2 2026, selling an estimated $239K and leaving 54,261 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #920.

Ritholtz Wealth Management first reported a position in WU in Q1 2020 and has held it in 20 quarters since. The position peaked at $773K in Q3 2020. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Ritholtz Wealth Management held 54,261 shares of Western Union worth $418K as of Q2 2026.
  • Ritholtz Wealth Management sold 28,486 Western Union shares in Q2 2026, an estimated $239K.
  • Western Union made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #920 holding.
  • Ritholtz Wealth Management first reported a position in Western Union in Q1 2020 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's Western Union position peaked at $773K in Q3 2020.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.