Essential Investment Partners LLC’s Western Union WU Stock Holding History

Essential Investment Partners 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 Q2	$154	Hold	20	–	–	﹤0.01%	300
2026 Q1	$175	Hold	20	–	–	﹤0.01%	288
2025 Q4	$186	Buy	+20	New	+$177	﹤0.01%	273

Other funds holding WU

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return