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Atria Wealth Solutions’s Western Union WU Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$92.3K Sell
10,965
-33,103
-75% -$315K ﹤0.01% 1435
2025
Q1 		$466K Buy
44,068
+11,753
+36% +$125K 0.01% 1237
2024
Q4 		$343K Sell
32,315
-5,037
-13% -$55.8K ﹤0.01% 1463
2024
Q3 		$446K Sell
37,352
-7,265
-16% -$87.6K ﹤0.01% 1299
2024
Q2 		$545K Sell
44,617
-5,879
-12% -$76.4K 0.01% 1203
2024
Q1 		$706K Sell
50,496
-9,306
-16% -$120K 0.01% 1070
2023
Q4 		$713K Buy
59,802
+4,768
+9% +$58.2K 0.01% 1027
2023
Q3 		$725K Buy
55,034
+12,200
+28% +$150K 0.01% 959
2023
Q2 		$502K Buy
42,834
+4,019
+10% +$46.3K 0.01% 1158
2023
Q1 		$433K Buy
38,815
+9,481
+32% +$123K 0.01% 1207
2022
Q4 		$404K Buy
29,334
+8,398
+40% +$116K 0.01% 1195
2022
Q3 		$283K Buy
20,936
+5,138
+33% +$80.5K ﹤0.01% 1334
2022
Q2 		$260K Buy
+15,798
New +$279K ﹤0.01% 1289

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's WU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Western Union (WU) stake by 75% in Q2 2025, selling an estimated $315K and leaving 10,965 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Atria Wealth Solutions first reported a position in WU in Q2 2022 and has held it in 13 quarters since. The position peaked at $725K in Q3 2023. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Atria Wealth Solutions held 10,965 shares of Western Union worth $92.3K as of Q2 2025.
  • Atria Wealth Solutions sold 33,103 Western Union shares in Q2 2025, an estimated $315K.
  • Western Union made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1435 holding.
  • Atria Wealth Solutions first reported a position in Western Union in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Western Union position peaked at $725K in Q3 2023.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.