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Savant Capital’s Western Union WU Stock Holding History

Savant Capital’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
Q3 		– Sell
-13,597
Closed -$114K – 1380
2025
Q2 		$114K Buy
13,597
+3,344
+33% +$31.8K ﹤0.01% 1191
2025
Q1 		$108K Sell
10,253
-62,810
-86% -$666K ﹤0.01% 1034
2024
Q4 		$774K Buy
+73,063
New +$810K 0.01% 744
2024
Q3 		– Sell
-85,986
Closed -$1.05M – 1475
2024
Q2 		$1.05M Sell
85,986
-40,808
-32% -$530K 0.01% 569
2024
Q1 		$1.77M Buy
+126,794
New +$1.63M 0.02% 391

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Savant Capital's WU Position: Q3 2025 in Review

Savant Capital sold out of Western Union (WU) in Q3 2025, closing a stake of 13,597 shares — an estimated $114K sold.

Savant Capital first reported a position in WU in Q1 2024 and held it in 5 quarters. The position peaked at $1.77M in Q1 2024. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Savant Capital reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Savant Capital sold 13,597 Western Union shares in Q3 2025, an estimated $114K.
  • Savant Capital first reported a position in Western Union in Q1 2024 and held it in 5 quarters.
  • Savant Capital's Western Union position peaked at $1.77M in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.