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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return