Bay Harbor Wealth Management’s Western Union WU Stock Holding History

Bay Harbor 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 Q1	$506	Buy	58 +21	+57%	+$199	﹤0.01%	989
2025 Q4	$344	Buy	37 +25	+208%	+$221	﹤0.01%	989
2025 Q3	$95	Sell	12 -1	-8%	-$8	﹤0.01%	1181
2025 Q2	$109	Buy	13 +6	+86%	+$57	﹤0.01%	1091
2025 Q1	$74	Buy	+7	New	+$74	﹤0.01%	940
2021 Q2	–	Sell	-78	Closed	-$2K	–	230
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	205
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	360
2020 Q3	$2K	Sell	78 -7	-8%	-$159	﹤0.01%	328
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	298
2020 Q1	$2K	Buy	85 +78	+1,114%	+$1.91K	﹤0.01%	275
2019 Q4	$0	Hold	7	–	–	﹤0.01%	397
2019 Q3	$0	Hold	7	–	–	﹤0.01%	419
2019 Q2	$0	Hold	7	–	–	﹤0.01%	448
2019 Q1	$0	Hold	7	–	–	﹤0.01%	436
2018 Q4	$0	Buy	+7	New	+$127	﹤0.01%	408

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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