Rothwell Investment Advisors, LLC’s Western Union WU Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$535	Buy	+91	New	+$663	﹤0.01%	1092

Other funds holding WU

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Western Union (WU) in Q3 2026: 91 shares worth $535. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

230 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Rothwell Investment Advisors, LLC held 91 shares of Western Union worth $535 as of Q3 2026.
Western Union was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Western Union made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1092 holding.
230 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.