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Beacon Pointe Advisors’s Western Union WU Stock Holding History

Beacon Pointe 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
Q1 		$1.12M Buy
127,765
+14,814
+13% +$140K 0.01% 954
2025
Q4 		$1.05M Buy
112,951
+4,533
+4% +$40K 0.01% 819
2025
Q3 		$866K Sell
108,418
-2,583
-2% -$21.6K 0.01% 808
2025
Q2 		$935K Buy
111,001
+70,694
+175% +$672K 0.01% 689
2025
Q1 		$426K Buy
40,307
+187
+0.5% +$1.98K ﹤0.01% 894
2024
Q4 		$425K Sell
40,120
-33,806
-46% -$375K ﹤0.01% 880
2024
Q3 		$882K Buy
73,926
+180
+0.2% +$2.17K 0.01% 668
2024
Q2 		$901K Sell
73,746
-10,623
-13% -$138K 0.01% 674
2024
Q1 		$1.18M Sell
84,369
-1,388
-2% -$17.9K 0.01% 642
2023
Q4 		$1.02M Sell
85,757
-2,015
-2% -$24.6K 0.01% 660
2023
Q3 		$1.16M Buy
+87,772
New +$1.08M 0.01% 588

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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