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Basecamp Wealth Advisors’s Western Union WU Stock Holding History

Basecamp Wealth Advisors’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
-113
Closed -$986 – 2001
2026
Q1 		$986 Hold
113
– – ﹤0.01% 1565
2025
Q4 		$1.05K Buy
+113
New +$998 ﹤0.01% 1486

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Basecamp Wealth Advisors's WU Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 113 shares — an estimated $986 sold.

Basecamp Wealth Advisors first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $1.05K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 113 Western Union shares in Q2 2026, an estimated $986.
  • Basecamp Wealth Advisors first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Western Union position peaked at $1.05K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.