Morningstar Investment Management LLC

Position in WU — Western Union CO

CIK 1673385 CHICAGO, IL

Position in WU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$132,424

-$17,714 QoQ

Shares Held

17,198

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#273

of 479 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $35,364,603 across 5 Credit Services names. WU ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	43,563	$14,946,029
2	MA	Mastercard Inc	19,840	$10,189,824
3	AXP	American Express Co	20,656	$6,986,892
4	PYPL	PayPal Holdings, Inc.	72,011	$3,109,434
5	WU	Western Union CO This page	17,198	$132,424

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,424	17,198	0.0%	Shares	Sole	2026-07-21
2026-03-31	$150,138	17,198	-14.3%	Shares	Sole	2026-05-14
2025-12-31	$186,721	20,056	0.0%	Shares	Sole	2026-02-09
2025-09-30	$160,247	20,056	+24.7%	Shares	Sole	2025-11-17
2025-06-30	$135,368	16,077	+22.8%	Shares	Sole	2025-07-28
2025-03-31	$138,471	13,088	-14.7%	Shares	Sole	2025-05-07
2024-12-31	$162,646	15,344	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.