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Zacks Investment Management’s Western Union WU Stock Holding History

Zacks 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
2026
Q2 		$90K Buy
+11,683
New +$98K ﹤0.01% 709
2020
Q1 		– Sell
-97,567
Closed -$2.61M – 609
2019
Q4 		$2.61M Buy
+97,567
New +$2.53M 0.05% 223
2014
Q1 		– Sell
-27,220
Closed -$470K – 784
2013
Q4 		$470K Buy
+27,220
New +$477K 0.02% 415

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Zacks Investment Management's WU Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Western Union (WU) in Q2 2026: 11,683 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in WU as recently as Q4 2019.

Zacks Investment Management first reported a position in WU in Q4 2013 and has held it in 3 quarters since. The position peaked at $2.61M in Q4 2019. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Zacks Investment Management held 11,683 shares of Western Union worth $90K as of Q2 2026.
  • Western Union was a new Zacks Investment Management position in Q2 2026.
  • Western Union made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #709 holding.
  • Zacks Investment Management first reported a position in Western Union in Q4 2013 and has held it in 3 quarters since.
  • Zacks Investment Management's Western Union position peaked at $2.61M in Q4 2019.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.