Advisornet Financial’s Western Union WU Stock Holding History

Advisornet Financial’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%	2185
2026 Q1	$175	Buy	+20	New	+$189	﹤0.01%	2172
2025 Q1	–	Sell	-1,800	Closed	-$19.1K	–	2250
2024 Q4	$19.1K	Buy	1,800 +1,790	+17,900%	+$19.8K	﹤0.01%	1159
2024 Q3	$119	Buy	+10	New	+$121	﹤0.01%	2156
2023 Q3	–	Sell	-50	Closed	-$587	–	2429
2023 Q2	$587	Sell	50 -23	-32%	-$265	﹤0.01%	2021
2023 Q1	$814	Buy	73 +2	+3%	+$26	﹤0.01%	1940
2022 Q4	$978	Buy	+71	New	+$980	﹤0.01%	1844
2022 Q3	–	Sell	-20	Closed	–	–	2063
2022 Q2	$0	Sell	20 -21	-51%	-$370	﹤0.01%	2167
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	1947
2021 Q4	$1K	Buy	41 +20	+95%	+$369	﹤0.01%	1979
2021 Q3	$0	Hold	21	–	–	﹤0.01%	2016
2021 Q2	$0	Hold	21	–	–	﹤0.01%	1875
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	1727
2020 Q4	$0	Hold	21	–	–	﹤0.01%	1856
2020 Q3	$0	Hold	21	–	–	﹤0.01%	1902
2020 Q2	$0	Buy	+21	New	+$426	﹤0.01%	1946
2019 Q4	–	Sell	-500	Closed	-$12K	–	2001
2019 Q3	$12K	Buy	+500	New	+$10.8K	﹤0.01%	1337
2018 Q3	–	Sell	-37	Closed	-$1K	–	1637
2018 Q2	$1K	Buy	+37	New	+$737	﹤0.01%	1523

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisornet Financial's WU Position: Q2 2026 in Review

Advisornet Financial held its Western Union (WU) position steady in Q2 2026 at 20 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Advisornet Financial first reported a position in WU in Q2 2018 and has held it in 18 quarters since. The position peaked at $19.1K in Q4 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Advisornet Financial held 20 shares of Western Union worth $154 as of Q2 2026.
Advisornet Financial left its Western Union share count unchanged in Q2 2026.
Western Union made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2185 holding.
Advisornet Financial first reported a position in Western Union in Q2 2018 and has held it in 18 quarters since.
Advisornet Financial's Western Union position peaked at $19.1K in Q4 2024.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.