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Bell Investment Advisors’s Western Union WU Stock Holding History

Bell Investment 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 		$6.6K Sell
857
-816
-49% -$6.84K ﹤0.01% 863
2026
Q1 		$14.6K Buy
1,673
+61
+4% +$577 ﹤0.01% 545
2025
Q4 		$15K Buy
1,612
+805
+100% +$7.11K ﹤0.01% 546
2025
Q3 		$6.45K Sell
807
-718
-47% -$6K ﹤0.01% 811
2025
Q2 		$12.8K Buy
1,525
+554
+57% +$5.26K ﹤0.01% 581
2025
Q1 		$10.3K Sell
971
-425
-30% -$4.5K ﹤0.01% 595
2024
Q4 		$14.8K Buy
1,396
+1,039
+291% +$11.5K ﹤0.01% 464
2024
Q3 		$4.26K Hold
357
– – ﹤0.01% 1025
2024
Q2 		$4.36K Sell
357
-66
-16% -$858 ﹤0.01% 991
2024
Q1 		$5.91K Buy
423
+107
+34% +$1.38K ﹤0.01% 837
2023
Q4 		$3.77K Sell
316
-114
-27% -$1.39K ﹤0.01% 1025
2023
Q3 		$5.67K Sell
430
-4
-0.9% -$49 ﹤0.01% 745
2023
Q2 		$5.09K Buy
434
+243
+127% +$2.8K ﹤0.01% 814
2023
Q1 		$2.13K Buy
191
+16
+9% +$208 ﹤0.01% 1233
2022
Q4 		$2.41K Sell
175
-310
-64% -$4.28K ﹤0.01% 1187
2022
Q3 		$7K Buy
485
+378
+353% +$5.92K ﹤0.01% 560
2022
Q2 		$2K Buy
+107
New +$1.89K ﹤0.01% 1260
2021
Q4 		$13K Buy
714
+597
+510% +$11K ﹤0.01% 428
2021
Q3 		$2K Buy
+117
New +$2.58K ﹤0.01% 1187

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bell Investment Advisors's WU Position: Q2 2026 in Review

Bell Investment Advisors reduced its Western Union (WU) stake by 49% in Q2 2026, selling an estimated $6.84K and leaving 857 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Bell Investment Advisors first reported a position in WU in Q3 2021 and has held it in 19 quarters since. The position peaked at $15K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Bell Investment Advisors held 857 shares of Western Union worth $6.6K as of Q2 2026.
  • Bell Investment Advisors sold 816 Western Union shares in Q2 2026, an estimated $6.84K.
  • Western Union made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #863 holding.
  • Bell Investment Advisors first reported a position in Western Union in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Western Union position peaked at $15K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.