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Avidian Wealth Enterprises’s Western Union WU Stock Holding History

Avidian Wealth Enterprises’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
-10,549
Closed -$92.1K – 765
2026
Q1 		$92.1K Buy
+10,549
New +$99.9K ﹤0.01% 665

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avidian Wealth Enterprises's WU Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Western Union (WU) in Q2 2026, closing a stake of 10,549 shares — an estimated $92.1K sold.

Avidian Wealth Enterprises first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $92.1K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,549 Western Union shares in Q2 2026, an estimated $92.1K.
  • Avidian Wealth Enterprises first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Western Union position peaked at $92.1K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.