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Ross\Johnson & Associates’s Western Union WU Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-58
Closed -$614 – 353
2025
Q1 		$614 Buy
+58
New +$615 0.01% 237

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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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ross\Johnson & Associates's WU Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Western Union (WU) in Q2 2025, closing a stake of 58 shares — an estimated $614 sold.

Ross\Johnson & Associates first reported a position in WU in Q1 2025 and held it in 1 quarter. The position peaked at $614 in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 58 Western Union shares in Q2 2025, an estimated $614.
  • Ross\Johnson & Associates first reported a position in Western Union in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Western Union position peaked at $614 in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.