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Cassaday & Co Wealth Management’s Western Union WU Stock Holding History

Cassaday & Co Wealth Management’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 		$7.7K Hold
1,000
– – ﹤0.01% 906
2026
Q1 		$8.73K Buy
+1,000
New +$9.47K ﹤0.01% 896

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 $3.37T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cassaday & Co Wealth Management's WU Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Western Union (WU) position steady in Q2 2026 at 1,000 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Cassaday & Co Wealth Management first reported a position in WU in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.73K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,000 shares of Western Union worth $7.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #906 holding.
  • Cassaday & Co Wealth Management first reported a position in Western Union in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Western Union position peaked at $8.73K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.