Accurate Wealth Management’s Western Union WU Stock Holding History

Accurate Wealth Management’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	$304K	Buy	49,790 +18,461	+59%	+$135K	0.03%	473
2026 Q2	$246K	Buy	31,329 +10,821	+53%	+$90.8K	0.02%	502
2026 Q1	$182K	Buy	+20,508	New	+$194K	0.02%	526
2023 Q1	–	Sell	-3,446	Closed	-$49.8K	–	1480
2022 Q4	$49.8K	Buy	+3,446	New	+$47.6K	0.02%	455

Other funds holding WU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return

Accurate Wealth Management's WU Position: Q3 2026 in Review

Accurate Wealth Management increased its Western Union (WU) stake by 59% in Q3 2026, buying an estimated $135K and bringing the position to 49,790 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #473.

Accurate Wealth Management first reported a position in WU in Q4 2022 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Accurate Wealth Management held 49,790 shares of Western Union worth $304K as of Q3 2026.
Accurate Wealth Management bought 18,461 Western Union shares in Q3 2026, an estimated $135K.
Western Union made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #473 holding.
Accurate Wealth Management first reported a position in Western Union in Q4 2022 and has held it in 4 quarters since.
384 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.