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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
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 $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