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Valley Wealth Managers’s Western Union WU Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-15
Closed -$159 – 386
2025
Q1 		$159 Hold
15
– – ﹤0.01% 350
2024
Q4 		$159 Hold
15
– – ﹤0.01% 382
2024
Q3 		$179 Buy
+15
New +$181 ﹤0.01% 380

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valley Wealth Managers's WU Position: Q2 2025 in Review

Valley Wealth Managers sold out of Western Union (WU) in Q2 2025, closing a stake of 15 shares — an estimated $159 sold.

Valley Wealth Managers first reported a position in WU in Q3 2024 and held it in 3 quarters. The position peaked at $179 in Q3 2024. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Valley Wealth Managers reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 15 Western Union shares in Q2 2025, an estimated $159.
  • Valley Wealth Managers first reported a position in Western Union in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Western Union position peaked at $179 in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.