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Rothschild Investment LLC’s Western Union WU Stock Holding History

Rothschild Investment LLC’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 		$585 Sell
76
-2,584
-97% -$21.7K ﹤0.01% 3230
2026
Q1 		$23.2K Buy
2,660
+976
+58% +$9.24K ﹤0.01% 1358
2025
Q4 		$15.7K Buy
1,684
+402
+31% +$3.55K ﹤0.01% 1404
2025
Q3 		$10.2K Sell
1,282
-16
-1% -$134 ﹤0.01% 1439
2025
Q2 		$10.9K Buy
1,298
+70
+6% +$665 ﹤0.01% 1189
2025
Q1 		$13K Buy
1,228
+3
+0.2% +$32 ﹤0.01% 1110
2024
Q4 		$13K Buy
1,225
+52
+4% +$576 ﹤0.01% 1103
2024
Q3 		$14K Buy
1,173
+35
+3% +$422 ﹤0.01% 1081
2024
Q2 		$13.9K Buy
1,138
+41
+4% +$533 ﹤0.01% 1045
2024
Q1 		$15.3K Hold
1,097
– – ﹤0.01% 980
2023
Q4 		$13.1K Buy
+1,097
New +$13.4K ﹤0.01% 942
2015
Q1 		– Sell
-11,650
Closed -$209K – 518
2014
Q4 		$209K Buy
11,650
+1,500
+15% +$26K 0.03% 448
2014
Q3 		$163K Sell
10,150
-17,150
-63% -$295K 0.02% 462
2014
Q2 		$473K Hold
27,300
– – 0.06% 273
2014
Q1 		$447K Sell
27,300
-5,100
-16% -$83.1K 0.06% 287
2013
Q4 		$559K Buy
32,400
+800
+3% +$14K 0.08% 251
2013
Q3 		$590K Sell
31,600
-400
-1% -$7.19K 0.09% 222
2013
Q2 		$548K Buy
+32,000
New +$507K 0.09% 218

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Rothschild Investment LLC's WU Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Western Union (WU) stake by 97% in Q2 2026, selling an estimated $21.7K and leaving 76 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Rothschild Investment LLC first reported a position in WU in Q2 2013 and has held it in 18 quarters since. The position peaked at $590K in Q3 2013. 222 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Rothschild Investment LLC held 76 shares of Western Union worth $585 as of Q2 2026.
  • Rothschild Investment LLC sold 2,584 Western Union shares in Q2 2026, an estimated $21.7K.
  • Western Union made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3230 holding.
  • Rothschild Investment LLC first reported a position in Western Union in Q2 2013 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Western Union position peaked at $590K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.