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 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
2022 Q4	–	Hold	0	–	–	–	1234
2022 Q3	–	Hold	0	–	–	–	1206

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