Cetera Investment Advisers
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Cetera Investment Advisers’s Western Union WU Stock Holding History

Cetera Investment Advisers’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 		$1.97M Buy
225,206
+20,190
+10% +$191K ﹤0.01% 2285
2025
Q4 		$1.91M Buy
205,016
+27,013
+15% +$239K ﹤0.01% 2248
2025
Q3 		$1.42M Buy
178,003
+42,153
+31% +$352K ﹤0.01% 2467
2025
Q2 		$1.14M Sell
135,850
-118
-0.1% -$1.12K ﹤0.01% 2257
2025
Q1 		$1.44M Buy
135,968
+8,330
+7% +$88.3K ﹤0.01% 1985
2024
Q4 		$1.35M Buy
127,638
+21,309
+20% +$236K ﹤0.01% 1947
2024
Q3 		$1.27M Buy
106,329
+28,999
+38% +$350K ﹤0.01% 1948
2024
Q2 		$945K Sell
77,330
-28,289
-27% -$368K ﹤0.01% 2112
2024
Q1 		$1.48M Buy
105,619
+44,099
+72% +$568K ﹤0.01% 1778
2023
Q4 		$733K Buy
61,520
+24,597
+67% +$300K 0.01% 1283
2023
Q3 		$487K Buy
36,923
+6,575
+22% +$80.6K ﹤0.01% 1436
2023
Q2 		$356K Sell
30,348
-275
-0.9% -$3.17K ﹤0.01% 1637
2023
Q1 		$341K Sell
30,623
-1,887
-6% -$24.6K ﹤0.01% 1632
2022
Q4 		$448K Buy
32,510
+3,161
+11% +$43.6K ﹤0.01% 1435
2022
Q3 		$396K Buy
29,349
+8,013
+38% +$126K 0.01% 1106
2022
Q2 		$351K Buy
21,336
+4,028
+23% +$71K 0.01% 1312
2022
Q1 		$324K Buy
17,308
+2,663
+18% +$49.3K ﹤0.01% 1428
2021
Q4 		$261K Buy
+14,645
New +$270K ﹤0.01% 1570
2021
Q2 		– Sell
-62,336
Closed -$1.54M – 1840
2021
Q1 		$1.54M Buy
62,336
+1,422
+2% +$33.5K 0.03% 503
2020
Q4 		$1.34M Buy
60,914
+9,244
+18% +$201K 0.03% 571
2020
Q3 		$1.11M Buy
51,670
+1,476
+3% +$33.5K 0.09% 248
2020
Q2 		$1.08M Buy
50,194
+16,214
+48% +$329K 0.1% 226
2020
Q1 		$616K Buy
+33,980
New +$833K 0.08% 269

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cetera Investment Advisers's WU Position: Q1 2026 in Review

Cetera Investment Advisers increased its Western Union (WU) stake by 9.8% in Q1 2026, buying an estimated $191K and bringing the position to 225,206 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Cetera Investment Advisers first reported a position in WU in Q1 2020 and has held it in 23 quarters since. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Cetera Investment Advisers held 225,206 shares of Western Union worth $1.97M as of Q1 2026.
  • Cetera Investment Advisers bought 20,190 Western Union shares in Q1 2026, an estimated $191K.
  • Western Union made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2285 holding.
  • Cetera Investment Advisers first reported a position in Western Union in Q1 2020 and has held it in 23 quarters since.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.