Sound Income Strategies’s Western Union WU Stock Holding History

Sound Income Strategies’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 Q4	–	Sell	-1,250	Closed	-$10.1K	–	2570
2025 Q3	$10.1K	Buy	+1,250	New	+$10.5K	﹤0.01%	1002
2025 Q2	–	Sell	-5,684	Closed	-$60.1K	–	1720
2025 Q1	$60.1K	Buy	5,684 +684	+14%	+$7.25K	﹤0.01%	471
2024 Q4	$53K	Buy	+5,000	New	+$55.4K	﹤0.01%	449
2024 Q1	–	Sell	-410	Closed	-$4.89K	–	1458
2023 Q4	$4.89K	Buy	+410	New	+$5K	﹤0.01%	903
2023 Q1	–	Sell	-74	Closed	-$1.02K	–	1152
2022 Q4	$1.02K	Hold	74	–	–	﹤0.01%	858
2022 Q3	$1K	Hold	74	–	–	﹤0.01%	854
2022 Q2	$1K	Hold	74	–	–	﹤0.01%	863
2022 Q1	$1K	Hold	74	–	–	﹤0.01%	855
2021 Q4	$1K	Hold	74	–	–	﹤0.01%	818
2021 Q3	$1K	Hold	74	–	–	﹤0.01%	799
2021 Q2	$2K	Buy	+74	New	+$1.84K	﹤0.01%	755
2019 Q2	–	Sell	-87	Closed	-$2K	–	781
2019 Q1	$2K	Hold	87	–	–	﹤0.01%	571
2018 Q4	$1K	Hold	87	–	–	﹤0.01%	635
2018 Q3	$2K	Hold	87	–	–	﹤0.01%	574
2018 Q2	$2K	Sell	87 -93	-52%	-$1.85K	﹤0.01%	524
2018 Q1	$3K	Buy	+180	New	+$3.61K	﹤0.01%	456

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sound Income Strategies's WU Position: Q4 2025 in Review

Sound Income Strategies sold out of Western Union (WU) in Q4 2025, closing a stake of 1,250 shares — an estimated $10.1K sold.

Sound Income Strategies first reported a position in WU in Q1 2018 and held it in 16 quarters. The position peaked at $60.1K in Q1 2025. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

Sound Income Strategies reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
Sound Income Strategies sold 1,250 Western Union shares in Q4 2025, an estimated $10.1K.
Sound Income Strategies first reported a position in Western Union in Q1 2018 and held it in 16 quarters.
Sound Income Strategies's Western Union position peaked at $60.1K in Q1 2025.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.