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Baron Wealth Management’s Western Union WU Stock Holding History

Baron Wealth Management’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
-19,992
Closed -$175K – 326
2026
Q1 		$175K Buy
19,992
+8,497
+74% +$80.4K 0.05% 269
2025
Q4 		$107K Buy
+11,495
New +$102K 0.03% 252

Other funds holding WU

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baron Wealth Management's WU Position: Q2 2026 in Review

Baron Wealth Management sold out of Western Union (WU) in Q2 2026, closing a stake of 19,992 shares — an estimated $175K sold.

Baron Wealth Management first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $175K in Q1 2026. 161 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Baron Wealth Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 19,992 Western Union shares in Q2 2026, an estimated $175K.
  • Baron Wealth Management first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
  • Baron Wealth Management's Western Union position peaked at $175K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.