Optimist Retirement Group LLC WU — WESTERN UN CO

Ownership history in Optimist Retirement Group LLC  ·  7 quarters on record

AI Ownership Summary

Optimist Retirement Group LLC reported WESTERN UN CO (WU) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.08% in 2026 Q1. The latest visible filing shows WU at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Optimist Retirement Group LLC's position in WESTERN UN CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WU was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WU stock page Optimist Retirement Group LLC fund profile Optimist Retirement Group LLC full holdings
How Optimist Retirement Group LLC held WU — position size vs. price
% of Fund (quarterly)    WU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 281,793 +69,421 +32.7% 1.08% $2.5M 2026-05-11 $8.97
2025 Q4 REDUCED 25.4% -3.9% ✅ 212,372 -72,161 -25.4% 0.91% $2.0M 2026-02-09 $9.73
2025 Q3 ADDED — — — 284,533 +56,243 +24.6% 1.03% $2K 2025-11-17 $8.47
2025 Q2 ADDED — — — 228,290 +206,654 +955.1% 0.92% $1.9M 2025-08-15 $7.73
2025 Q1 ADDED — — — 21,636 +1,160 +5.7% 0.11% $229 2025-05-05 $8.74
2024 Q3 UNCHANGED — — — 20,476 — 0% 0.11% $244K 2024-11-25 $9.59
2024 Q2 INITIATED — — — 20,476 — — 0.13% $250K 2024-08-12 $9.69

🏢 Other funds also holding WU

As of 2026 Q1 — sorted by position size

Brickwood Asset Management LLP 23.17% CONTINENTAL ADVISORS LLC 3Y 7Y 5.94% Ranmore Fund Management Ltd 5.77% Ritter Alpha, LP 5.19% Discerene Group LP 3Y 3.39% TSP Capital Management Group, LLC 3Y 7Y 2.33% Gilman Hill Asset Management, LLC 3Y 7Y 1.05% Waycross Investment Management Co 3Y 0.89% J. Goldman & Co LP 3Y 7Y 0.87% PARK CIRCLE Co 3Y 7Y 0.83%

FAQ About Optimist Retirement Group LLC and WU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Optimist Retirement Group LLC reported owning WU?

Optimist Retirement Group LLC reported WU across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WU position in Optimist Retirement Group LLC's portfolio?

The largest reported portfolio weight for WU was 1.08% in 2026 Q1.

What is the latest reported WU position on this page?

The most recent filing on this page is 2026 Q1, when Optimist Retirement Group LLC reported 281,793 shares, equal to 1.08% of portfolio, with an estimated market value of $2.5M.

What does the chart on this WU ownership page compare?

The chart compares Optimist Retirement Group LLC's quarterly WU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Optimist Retirement Group LLC time their WU position?

Based on 13F filing dates vs. subsequent WU price moves, Optimist Retirement Group LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on WU relative to SPY over the holding period was -21.6%.

← Back to Optimist Retirement Group LLC Holdings