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 Q2	–	Sell	-2,400	Closed	-$21K	–	484
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 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

Avalon Trust's WU Position: Q2 2026 in Review

Avalon Trust sold out of Western Union (WU) in Q2 2026, closing a stake of 2,400 shares — an estimated $21K sold.

Avalon Trust first reported a position in WU in Q1 2023 and held it in 13 quarters. The position peaked at $120K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Avalon Trust reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Avalon Trust sold 2,400 Western Union shares in Q2 2026, an estimated $21K.
Avalon Trust first reported a position in Western Union in Q1 2023 and held it in 13 quarters.
Avalon Trust's Western Union position peaked at $120K in Q1 2024.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.