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Venturi Wealth Management’s Western Union WU Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-913
Closed -$9.68K – 1863
2024
Q4 		$9.68K Sell
913
-1,100
-55% -$12.2K ﹤0.01% 1439
2024
Q3 		$24K Sell
2,013
-483
-19% -$5.83K ﹤0.01% 968
2024
Q2 		$30.5K Buy
2,496
+184
+8% +$2.39K ﹤0.01% 819
2024
Q1 		$32.3K Buy
2,312
+1,927
+501% +$24.8K ﹤0.01% 605
2023
Q4 		$4.59K Hold
385
– – ﹤0.01% 1045
2023
Q3 		$5.08K Buy
+385
New +$4.72K ﹤0.01% 977

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Venturi Wealth Management's WU Position: Q1 2025 in Review

Venturi Wealth Management sold out of Western Union (WU) in Q1 2025, closing a stake of 913 shares — an estimated $9.68K sold.

Venturi Wealth Management first reported a position in WU in Q3 2023 and held it in 6 quarters. The position peaked at $32.3K in Q1 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Venturi Wealth Management reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 913 Western Union shares in Q1 2025, an estimated $9.68K.
  • Venturi Wealth Management first reported a position in Western Union in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Western Union position peaked at $32.3K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.