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Annis Gardner Whiting Capital Advisors’s Western Union WU Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-9,080
Closed -$79.3K – 1260
2026
Q1 		$79.3K Buy
+9,080
New +$86K 0.01% 490
2025
Q4 		– Sell
-9,080
Closed -$72.5K – 1361
2025
Q3 		$72.5K Hold
9,080
– – 0.02% 438
2025
Q2 		$76.5K Hold
9,080
– – 0.03% 346
2025
Q1 		$96.1K Buy
+9,080
New +$96.2K 0.04% 278
2024
Q4 		– Sell
-7,185
Closed -$85.7K – 814
2024
Q3 		$85.7K Hold
7,185
– – 0.02% 308
2024
Q2 		$87.8K Hold
7,185
– – 0.03% 327
2024
Q1 		$100K Buy
7,185
+905
+14% +$11.7K 0.04% 281
2023
Q4 		$74.9K Hold
6,280
– – 0.03% 257
2023
Q3 		$82.8K Buy
+6,280
New +$77K 0.04% 234

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

Annis Gardner Whiting Capital Advisors's WU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 9,080 shares — an estimated $79.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WU in Q3 2023 and held it in 9 quarters. The position peaked at $100K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 9,080 Western Union shares in Q2 2026, an estimated $79.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Western Union in Q3 2023 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Western Union position peaked at $100K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.