AT
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Avalon Trust’s Western Union WU Stock Holding History

Avalon Trust’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
Q1 		$21K Sell
2,400
-3,600
-60% -$34.1K ﹤0.01% 362
2025
Q4 		$55.9K Sell
6,000
-2,600
-30% -$23K ﹤0.01% 266
2025
Q3 		$68.7K Hold
8,600
– – ﹤0.01% 275
2025
Q2 		$72.4K Hold
8,600
– – 0.01% 222
2025
Q1 		$91K Hold
8,600
– – 0.01% 193
2024
Q4 		$91.2K Hold
8,600
– – 0.01% 174
2024
Q3 		$103K Hold
8,600
– – 0.01% 163
2024
Q2 		$105K Hold
8,600
– – 0.01% 167
2024
Q1 		$120K Hold
8,600
– – 0.01% 164
2023
Q4 		$103K Hold
8,600
– – 0.01% 161
2023
Q3 		$113K Hold
8,600
– – 0.01% 145
2023
Q2 		$101K Hold
8,600
– – 0.01% 159
2023
Q1 		$95.9K Buy
+8,600
New +$112K 0.01% 156

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return