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Tortoise Investment Management’s Western Union WU Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-212
Closed -$1.69K – 1475
2025
Q3 		$1.69K Buy
212
+6
+3% +$50 ﹤0.01% 918
2025
Q2 		$1.73K Buy
+206
New +$1.96K ﹤0.01% 839
2017
Q2 		– Sell
-100
Closed -$2K – 520
2017
Q1 		$2K Buy
+100
New +$2.04K ﹤0.01% 442

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Tortoise Investment Management's WU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Western Union (WU) in Q4 2025, closing a stake of 212 shares — an estimated $1.69K sold.

Tortoise Investment Management first reported a position in WU in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Tortoise Investment Management reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 212 Western Union shares in Q4 2025, an estimated $1.69K.
  • Tortoise Investment Management first reported a position in Western Union in Q1 2017 and held it in 3 quarters.
  • Tortoise Investment Management's Western Union position peaked at $2K in Q1 2017.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.