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Claro Advisors’s Western Union WU Stock Holding History

Claro 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
2026
Q2 		– Sell
-11,811
Closed -$103K – 571
2026
Q1 		$103K Buy
+11,811
New +$112K 0.01% 501
2019
Q1 		– Sell
-3,006
Closed -$57K – 945
2018
Q4 		$57K Buy
+3,006
New +$54.7K 0.05% 318

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

Claro Advisors's WU Position: Q2 2026 in Review

Claro Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 11,811 shares — an estimated $103K sold.

Claro Advisors first reported a position in WU in Q4 2018 and held it in 2 quarters. The position peaked at $103K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Claro Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Claro Advisors sold 11,811 Western Union shares in Q2 2026, an estimated $103K.
  • Claro Advisors first reported a position in Western Union in Q4 2018 and held it in 2 quarters.
  • Claro Advisors's Western Union position peaked at $103K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.