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Caldwell Trust’s Western Union WU Stock Holding History

Caldwell Trust’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 		$31.9K Sell
4,148
-75
-2% -$629 ﹤0.01% 552
2026
Q1 		$36.9K Sell
4,223
-20
-0.5% -$189 ﹤0.01% 525
2025
Q4 		$39.5K Sell
4,243
-864
-17% -$7.63K ﹤0.01% 510
2025
Q3 		$40.8K Sell
5,107
-275
-5% -$2.3K ﹤0.01% 499
2025
Q2 		$45.3K Sell
5,382
-400
-7% -$3.8K ﹤0.01% 478
2025
Q1 		$61.2K Sell
5,782
-2,299
-28% -$24.4K 0.01% 432
2024
Q4 		$85.7K Sell
8,081
-74
-0.9% -$820 0.01% 393
2024
Q3 		$97.3K Sell
8,155
-134
-2% -$1.62K 0.01% 381
2024
Q2 		$101K Sell
8,289
-2,298
-22% -$29.9K 0.01% 382
2024
Q1 		$148K Sell
10,587
-1,102
-9% -$14.2K 0.02% 342
2023
Q4 		$139K Sell
11,689
-2,009
-15% -$24.5K 0.02% 334
2023
Q3 		$181K Sell
13,698
-2,192
-14% -$26.9K 0.02% 298
2023
Q2 		$186K Sell
15,890
-9,249
-37% -$107K 0.02% 302
2023
Q1 		$280K Sell
25,139
-6,690
-21% -$87.1K 0.04% 245
2022
Q4 		$438K Sell
31,829
-730
-2% -$10.1K 0.06% 202
2022
Q3 		$440K Sell
32,559
-3,887
-11% -$60.9K 0.07% 197
2022
Q2 		$600K Sell
36,446
-2,077
-5% -$36.6K 0.08% 175
2022
Q1 		$722K Sell
38,523
-1,475
-4% -$27.3K 0.09% 170
2021
Q4 		$714K Sell
39,998
-10,142
-20% -$187K 0.08% 169
2021
Q3 		$1.01M Sell
50,140
-7,141
-12% -$158K 0.13% 134
2021
Q2 		$1.32M Sell
57,281
-4,488
-7% -$112K 0.17% 109
2021
Q1 		$1.52M Sell
61,769
-5,253
-8% -$124K 0.21% 97
2020
Q4 		$1.47M Sell
67,022
-3,216
-5% -$69.8K 0.22% 96
2020
Q3 		$1.51M Sell
70,238
-15,050
-18% -$342K 0.25% 89
2020
Q2 		$1.84M Sell
85,288
-3,033
-3% -$61.6K 0.31% 77
2020
Q1 		$1.6M Sell
88,321
-2,395
-3% -$58.7K 0.3% 77
2019
Q4 		$2.43M Buy
+90,716
New +$2.35M 0.37% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caldwell Trust's WU Position: Q2 2026 in Review

Caldwell Trust reduced its Western Union (WU) stake by 1.8% in Q2 2026, selling an estimated $629 and leaving 4,148 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Caldwell Trust first reported a position in WU in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.43M in Q4 2019. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Caldwell Trust held 4,148 shares of Western Union worth $31.9K as of Q2 2026.
  • Caldwell Trust sold 75 Western Union shares in Q2 2026, an estimated $629.
  • Western Union made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #552 holding.
  • Caldwell Trust first reported a position in Western Union in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Western Union position peaked at $2.43M in Q4 2019.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.