SAM
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Smartleaf Asset Management’s Western Union WU Stock Holding History

Smartleaf Asset 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 		$1.54K Hold
176
– – ﹤0.01% 3032
2025
Q4 		$1.64K Sell
176
-1,866
-91% -$16.5K ﹤0.01% 3044
2025
Q3 		$16.3K Buy
2,042
+8
+0.4% +$67 ﹤0.01% 1890
2025
Q2 		$17K Buy
2,034
+80
+4% +$760 ﹤0.01% 1616
2025
Q1 		$20.5K Buy
1,954
+321
+20% +$3.4K ﹤0.01% 1590
2024
Q4 		$17.3K Buy
1,633
+380
+30% +$4.21K ﹤0.01% 1729
2024
Q3 		$15.2K Buy
1,253
+195
+18% +$2.35K ﹤0.01% 1511
2024
Q2 		$12.7K Buy
1,058
+792
+298% +$10.3K ﹤0.01% 1286
2024
Q1 		$3.65K Buy
+266
New +$3.43K ﹤0.01% 1322

Other funds holding WU

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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