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Optimist Retirement Group LLC → WU
Optimist Retirement Group LLC WU Position History
The Western Union Company • Financial Services
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $2M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 290.8K | — | — |
| Q2 2026 | $2.2M | 281.6K | — | — |
| Q1 2026 | $2.5M | 281.8K | — | — |
| Q4 2025 | $2M | 212.4K | — | — |
| Q3 2025 | $2.3M | 284.5K | — | — |
Other funds holding WU
$390.6M
$335.3M
$301.8M
$298.1M
$296.8M
$247M