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AE Wealth Management’s Western Union WU Stock Holding History

AE 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
Q2 		$93.4K Sell
12,136
-654
-5% -$5.49K ﹤0.01% 1935
2026
Q1 		$112K Buy
+12,790
New +$121K ﹤0.01% 1772
2025
Q2 		– Sell
-496,946
Closed -$5.26M – 2275
2025
Q1 		$5.26M Buy
496,946
+476,312
+2,308% +$5.05M 0.04% 334
2024
Q4 		$219K Buy
20,634
+7,328
+55% +$81.2K ﹤0.01% 1237
2024
Q3 		$159K Sell
13,306
-162
-1% -$1.95K ﹤0.01% 1193
2024
Q2 		$165K Sell
13,468
-996
-7% -$12.9K ﹤0.01% 1180
2024
Q1 		$202K Sell
14,464
-24,582
-63% -$317K ﹤0.01% 1095
2023
Q4 		$487K Buy
39,046
+20,706
+113% +$253K ﹤0.01% 1450
2023
Q3 		$242K Sell
18,340
-77,039
-81% -$944K ﹤0.01% 1705
2023
Q2 		$1.12M Buy
95,379
+73,897
+344% +$852K 0.01% 1046
2023
Q1 		$240K Sell
21,482
-881,742
-98% -$11.5M ﹤0.01% 1652
2022
Q4 		$12.4M Buy
903,224
+225,753
+33% +$3.12M 0.09% 263
2022
Q3 		$9.15M Buy
677,471
+169,282
+33% +$2.65M 0.07% 294
2022
Q2 		$8.37M Buy
508,189
+224,995
+79% +$3.97M 0.07% 306
2022
Q1 		$5.31M Buy
283,194
+72,761
+35% +$1.35M 0.04% 422
2021
Q4 		$3.75M Buy
210,433
+40,210
+24% +$742K 0.03% 499
2021
Q3 		$3.44M Buy
170,223
+41,931
+33% +$926K 0.03% 475
2021
Q2 		$2.95M Buy
128,292
+1,175
+0.9% +$29.3K 0.03% 519
2021
Q1 		$3.13M Buy
127,117
+60,465
+91% +$1.42M 0.03% 441
2020
Q4 		$1.46M Buy
66,652
+2,436
+4% +$52.9K 0.02% 587
2020
Q3 		$1.38M Buy
64,216
+1,582
+3% +$35.9K 0.02% 539
2020
Q2 		$1.35M Buy
62,634
+36,525
+140% +$742K 0.02% 523
2020
Q1 		$473K Buy
26,109
+12,167
+87% +$298K 0.01% 707
2019
Q4 		$373K Buy
+13,942
New +$362K 0.01% 826
2018
Q2 		– Sell
-52,186
Closed -$1M – 503
2018
Q1 		$1M Sell
52,186
-1,307
-2% -$26.2K 0.08% 166
2017
Q4 		$1.02M Buy
+53,493
New +$1.05M 0.09% 163

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's WU Position: Q2 2026 in Review

AE Wealth Management reduced its Western Union (WU) stake by 5.1% in Q2 2026, selling an estimated $5.49K and leaving 12,136 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

AE Wealth Management first reported a position in WU in Q4 2017 and has held it in 26 quarters since. The position peaked at $12.4M in Q4 2022. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • AE Wealth Management held 12,136 shares of Western Union worth $93.4K as of Q2 2026.
  • AE Wealth Management sold 654 Western Union shares in Q2 2026, an estimated $5.49K.
  • Western Union made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1935 holding.
  • AE Wealth Management first reported a position in Western Union in Q4 2017 and has held it in 26 quarters since.
  • AE Wealth Management's Western Union position peaked at $12.4M in Q4 2022.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.