Arkadios Wealth Advisors’s Western Union WU Stock Holding History

Arkadios Wealth 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	-10,226	Closed	-$89.3K	–	1889
2026 Q1	$89.3K	Buy	+10,226	New	+$96.8K	﹤0.01%	1630
2024 Q1	–	Sell	-25,771	Closed	-$307K	–	789
2023 Q4	$307K	Buy	+25,771	New	+$314K	0.03%	517
2021 Q4	–	Sell	-92	Closed	-$1K	–	1793
2021 Q3	$1K	Buy	+92	New	+$2.03K	﹤0.01%	1839
2020 Q2	–	Sell	-9	Closed	-$163	–	1161
2020 Q1	$163	Buy	+9	New	+$221	﹤0.01%	1108

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 $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's WU Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 10,226 shares — an estimated $89.3K sold.

Arkadios Wealth Advisors first reported a position in WU in Q1 2020 and held it in 4 quarters. The position peaked at $307K in Q4 2023. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,226 Western Union shares in Q2 2026, an estimated $89.3K.
Arkadios Wealth Advisors first reported a position in Western Union in Q1 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Western Union position peaked at $307K in Q4 2023.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.