Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,509,311
-$43,001,644 QoQ
Shares Held
3,442,768
-56.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. WU ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,509,311 | 3,442,768 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $69,510,955 | 7,962,309 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $80,516,889 | 8,648,431 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $47,797,503 | 5,982,166 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $38,994,985 | 4,631,234 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $55,882,085 | 5,281,861 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $57,049,175 | 5,381,998 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $44,649,415 | 3,742,617 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $43,261,313 | 3,540,206 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $55,674,939 | 3,982,471 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $51,449,634 | 4,316,245 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $61,879,737 | 4,694,973 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $56,565,044 | 4,822,255 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,287,265 | 5,227,558 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $72,987,741 | 5,300,490 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,545,935 | 4,262,662 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,166,329 | 4,260,251 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $44,102,695 | 2,353,399 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $60,971,069 | 3,417,661 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $54,519,140 | 2,696,298 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,387,281 | 2,367,753 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $68,510,062 | 2,778,186 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $54,905,372 | 2,502,524 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $31,050,650 | 1,448,934 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,277,471 | 984,157 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,075,893 | 500,601 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||