CT
WU icon

Clearstead Trust’s Western Union WU Stock Holding History

Clearstead 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 		– Sell
-133
Closed -$1.16K – 1027
2026
Q1 		$1.16K Sell
133
-132
-50% -$1.25K ﹤0.01% 927
2025
Q4 		$2.47K Buy
265
+124
+88% +$1.09K ﹤0.01% 873
2025
Q3 		$1.13K Buy
+141
New +$1.18K ﹤0.01% 1181
2025
Q2 		– Sell
-963
Closed -$10.2K – 1547
2025
Q1 		$10.2K Buy
+963
New +$10.2K ﹤0.01% 461

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

Clearstead Trust's WU Position: Q2 2026 in Review

Clearstead Trust sold out of Western Union (WU) in Q2 2026, closing a stake of 133 shares — an estimated $1.16K sold.

Clearstead Trust first reported a position in WU in Q1 2025 and held it in 4 quarters. The position peaked at $10.2K in Q1 2025. 482 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Clearstead Trust reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 133 Western Union shares in Q2 2026, an estimated $1.16K.
  • Clearstead Trust first reported a position in Western Union in Q1 2025 and held it in 4 quarters.
  • Clearstead Trust's Western Union position peaked at $10.2K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.