Coldstream Capital Management’s Western Union WU Stock Holding History

Coldstream Capital 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	$108K	Buy	13,979 +2,481	+22%	+$20.8K	﹤0.01%	1196
2026 Q1	$100K	Buy	+11,498	New	+$109K	﹤0.01%	1160
2025 Q2	–	Sell	-19,859	Closed	-$210K	–	3390
2025 Q1	$210K	Buy	+19,859	New	+$210K	﹤0.01%	986
2024 Q1	–	Sell	-10,446	Closed	-$125K	–	1033
2023 Q4	$125K	Sell	10,446 -2,110	-17%	-$25.7K	﹤0.01%	915
2023 Q3	$165K	Buy	+12,556	New	+$154K	0.01%	769
2022 Q2	–	Sell	-14,849	Closed	-$278K	–	855
2022 Q1	$278K	Buy	14,849 +3,416	+30%	+$63.2K	0.01%	600
2021 Q4	$204K	Buy	+11,433	New	+$211K	0.01%	808

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Coldstream Capital Management's WU Position: Q2 2026 in Review

Coldstream Capital Management increased its Western Union (WU) stake by 22% in Q2 2026, buying an estimated $20.8K and bringing the position to 13,979 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Coldstream Capital Management first reported a position in WU in Q4 2021 and has held it in 7 quarters since. The position peaked at $278K in Q1 2022. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Coldstream Capital Management held 13,979 shares of Western Union worth $108K as of Q2 2026.
Coldstream Capital Management bought 2,481 Western Union shares in Q2 2026, an estimated $20.8K.
Western Union made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1196 holding.
Coldstream Capital Management first reported a position in Western Union in Q4 2021 and has held it in 7 quarters since.
Coldstream Capital Management's Western Union position peaked at $278K in Q1 2022.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.