Schulhoff & Co’s Western Union WU Stock Holding History

Schulhoff & Co’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	$517K	Buy	59,250 +27,600	+87%	+$261K	0.21%	83
2025 Q4	$295K	Buy	31,650 +16,800	+113%	+$148K	0.12%	116
2025 Q3	$119K	Hold	14,850	–	–	0.05%	134
2025 Q2	$125K	Sell	14,850 -3,000	-17%	-$28.5K	0.06%	134
2025 Q1	$189K	Hold	17,850	–	–	0.08%	128
2024 Q4	$189K	Hold	17,850	–	–	0.07%	126
2024 Q3	$213K	Sell	17,850 -700	-4%	-$8.44K	0.09%	121
2024 Q2	$227K	Hold	18,550	–	–	0.1%	117
2024 Q1	$259K	Hold	18,550	–	–	0.11%	106
2023 Q4	$221K	Sell	18,550 -700	-4%	-$8.54K	0.11%	112
2023 Q3	$254K	Hold	19,250	–	–	0.13%	98
2023 Q2	$226K	Hold	19,250	–	–	0.11%	108
2023 Q1	$215K	Buy	19,250 +4,000	+26%	+$52.1K	0.1%	111
2022 Q4	$210K	Sell	15,250 -600	-4%	-$8.28K	0.1%	113
2022 Q3	$213K	Sell	15,850 -600	-4%	-$9.4K	0.11%	105
2022 Q2	$270K	Sell	16,450 -1,750	-10%	-$30.9K	0.13%	91
2022 Q1	$341K	Sell	18,200 -1,500	-8%	-$27.7K	0.14%	90
2021 Q4	$351K	Buy	19,700 +5,000	+34%	+$92.2K	0.14%	91
2021 Q3	$297K	Hold	14,700	–	–	0.13%	94
2021 Q2	$337K	Hold	14,700	–	–	0.15%	91
2021 Q1	$362K	Hold	14,700	–	–	0.17%	86
2020 Q4	$322K	Sell	14,700 -1,000	-6%	-$21.7K	0.16%	84
2020 Q3	$336K	Hold	15,700	–	–	0.18%	75
2020 Q2	$339K	Sell	15,700 -1,500	-9%	-$30.5K	0.2%	74
2020 Q1	$311K	Sell	17,200 -200	-1%	-$4.9K	0.19%	79
2019 Q4	$465K	Sell	17,400 -2,000	-10%	-$51.9K	0.22%	74
2019 Q3	$449K	Sell	19,400 -2,000	-9%	-$43.2K	0.22%	73
2019 Q2	$425K	Hold	21,400	–	–	0.22%	73
2019 Q1	$395K	Hold	21,400	–	–	0.21%	72
2018 Q4	$365K	Sell	21,400 -1,200	-5%	-$21.8K	0.23%	72
2018 Q3	$430K	Hold	22,600	–	–	0.24%	73
2018 Q2	$459K	Hold	22,600	–	–	0.27%	68
2018 Q1	$434K	Sell	22,600 -1,500	-6%	-$30.1K	0.25%	68
2017 Q4	$458K	Hold	24,100	–	–	0.26%	67
2017 Q3	$462K	Hold	24,100	–	–	0.27%	64
2017 Q2	$459K	Sell	24,100 -800	-3%	-$15.5K	0.28%	67
2017 Q1	$506K	Sell	24,900 -550	-2%	-$11.2K	0.31%	63
2016 Q4	$552K	Hold	25,450	–	–	0.34%	59
2016 Q3	$529K	Hold	25,450	–	–	0.33%	61
2016 Q2	$488K	Sell	25,450 -1,500	-6%	-$29.1K	0.3%	65
2016 Q1	$519K	Hold	26,950	–	–	0.34%	59
2015 Q4	$482K	Hold	26,950	–	–	0.33%	61
2015 Q3	$494K	Sell	26,950 -500	-2%	-$9.52K	0.35%	59
2015 Q2	$558K	Sell	27,450 -1,300	-5%	-$27.7K	0.36%	55
2015 Q1	$598K	Hold	28,750	–	–	0.37%	53
2014 Q4	$514K	Buy	28,750 +50	+0.2%	+$867	0.31%	61
2014 Q3	$460K	Buy	28,700 +500	+2%	+$8.61K	0.29%	69
2014 Q2	$489K	Buy	28,200 +2,200	+8%	+$35.5K	0.3%	65
2014 Q1	$425K	Sell	26,000 -1,150	-4%	-$18.7K	0.29%	62
2013 Q4	$468K	Sell	27,150 -350	-1%	-$6.13K	0.32%	58
2013 Q3	$513K	Hold	27,500	–	–	0.37%	52
2013 Q2	$471K	Buy	+27,500	New	+$436K	0.36%	53

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schulhoff & Co's WU Position: Q1 2026 in Review

Schulhoff & Co increased its Western Union (WU) stake by 87% in Q1 2026, buying an estimated $261K and bringing the position to 59,250 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #83.

Schulhoff & Co first reported a position in WU in Q2 2013 and has held it in 52 quarters since. The position peaked at $598K in Q1 2015. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Schulhoff & Co held 59,250 shares of Western Union worth $517K as of Q1 2026.
Schulhoff & Co bought 27,600 Western Union shares in Q1 2026, an estimated $261K.
Western Union made up 0.21% of Schulhoff & Co's portfolio in Q1 2026, its #83 holding.
Schulhoff & Co first reported a position in Western Union in Q2 2013 and has held it in 52 quarters since.
Schulhoff & Co's Western Union position peaked at $598K in Q1 2015.
507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.