Capstone Investment Advisors
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Capstone Investment Advisors’s Western Union WU Stock Holding History

Capstone 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
2023
Q1 		– Sell
-2,000
Closed -$27.5K – 1699
2022
Q4 		$27.5K Sell
2,000
-28,400
-93% -$392K ﹤0.01% 1468
2022
Q3 		$410K Buy
30,400
+28,400
+1,420% +$445K ﹤0.01% 1332
2022
Q2 		$33K Sell
2,000
-100
-5% -$1.76K ﹤0.01% 1637
2022
Q1 		$39K Sell
2,100
-31,700
-94% -$586K ﹤0.01% 1897
2021
Q4 		$603K Sell
33,800
-6,500
-16% -$120K ﹤0.01% 1419
2021
Q3 		$815K Buy
40,300
+4,300
+12% +$95K ﹤0.01% 1473
2021
Q2 		$827K Buy
36,000
+2,000
+6% +$49.8K ﹤0.01% 1286
2021
Q1 		$838K Buy
34,000
+15,500
+84% +$365K ﹤0.01% 1168
2020
Q4 		$406K Buy
18,500
+11,200
+153% +$243K ﹤0.01% 1299
2020
Q3 		$156K Buy
7,300
+1,700
+30% +$38.6K ﹤0.01% 1307
2020
Q2 		$121K Buy
5,600
+500
+10% +$10.2K ﹤0.01% 1255
2020
Q1 		$92K Buy
5,100
+1,900
+59% +$46.6K ﹤0.01% 1066
2019
Q4 		$86K Buy
+3,200
New +$83K ﹤0.01% 1314

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

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

Capstone Investment Advisors opened a new position in Western Union (WU) in Q2 2026: 58,159 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WU as recently as Q4 2025.

Capstone Investment Advisors first reported a position in WU in Q3 2015 and has held it in 20 quarters since. The position peaked at $3.63M in Q2 2017. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Capstone Investment Advisors held 58,159 shares of Western Union worth $448K as of Q2 2026.
  • Western Union was a new Capstone Investment Advisors position in Q2 2026.
  • Western Union made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1290 holding.
  • Capstone Investment Advisors first reported a position in Western Union in Q3 2015 and has held it in 20 quarters since.
  • Capstone Investment Advisors's Western Union position peaked at $3.63M in Q2 2017.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.