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 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 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