BWL
WU icon

Bogart Wealth LLC’s Western Union WU Stock Holding History

Bogart Wealth LLC’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 		$11.6K Hold
1,500
– – ﹤0.01% 959
2026
Q1 		$13.1K Hold
1,500
– – ﹤0.01% 848
2025
Q4 		$14K Hold
1,500
– – ﹤0.01% 778
2025
Q3 		$12K Sell
1,500
-37
-2% -$309 ﹤0.01% 793
2025
Q2 		$12.9K Buy
1,537
+500
+48% +$4.75K ﹤0.01% 735
2025
Q1 		$11K Hold
1,037
– – ﹤0.01% 729
2024
Q4 		$11K Hold
1,037
– – ﹤0.01% 715
2024
Q3 		$12.4K Sell
1,037
-250
-19% -$3.02K ﹤0.01% 646
2024
Q2 		$15.7K Buy
1,287
+1,250
+3,378% +$16.2K ﹤0.01% 573
2024
Q1 		$517 Hold
37
– – ﹤0.01% 1010
2023
Q4 		$441 Buy
+37
New +$451 ﹤0.01% 1007

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

Bogart Wealth LLC's WU Position: Q2 2026 in Review

Bogart Wealth LLC held its Western Union (WU) position steady in Q2 2026 at 1,500 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Bogart Wealth LLC first reported a position in WU in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7K in Q2 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Bogart Wealth LLC held 1,500 shares of Western Union worth $11.6K as of Q2 2026.
  • Bogart Wealth LLC left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #959 holding.
  • Bogart Wealth LLC first reported a position in Western Union in Q4 2023 and has held it in 11 quarters since.
  • Bogart Wealth LLC's Western Union position peaked at $15.7K in Q2 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.