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Covestor’s Western Union WU Stock Holding History

Covestor’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 		$130K Buy
16,872
+916
+6% +$7.68K 0.08% 246
2026
Q1 		$139K Sell
15,956
-18,934
-54% -$179K 0.1% 169
2025
Q4 		$324K Buy
34,890
+4,297
+14% +$38K 0.17% 84
2025
Q3 		$244K Buy
30,593
+7,021
+30% +$58.7K 0.13% 145
2025
Q2 		$199K Buy
23,572
+792
+3% +$7.53K 0.12% 191
2025
Q1 		$241K Buy
22,780
+3,159
+16% +$33.5K 0.16% 104
2024
Q4 		$208K Buy
19,621
+3,660
+23% +$40.6K 0.13% 163
2024
Q3 		$191K Buy
15,961
+2,100
+15% +$25.3K 0.12% 191
2024
Q2 		$170K Buy
13,861
+2,110
+18% +$27.4K 0.11% 210
2024
Q1 		$164K Buy
11,751
+1,465
+14% +$18.9K 0.1% 246
2023
Q4 		$122K Sell
10,286
-3,150
-23% -$38.4K 0.08% 374
2023
Q3 		$177K Sell
13,436
-55
-0.4% -$674 0.13% 151
2023
Q2 		$158K Buy
13,491
+4,984
+59% +$57.4K 0.12% 210
2023
Q1 		$95K Buy
8,507
+703
+9% +$9.15K 0.08% 402
2022
Q4 		$107K Buy
7,804
+1,174
+18% +$16.2K 0.09% 351
2022
Q3 		$90K Sell
6,630
-297
-4% -$4.66K 0.08% 406
2022
Q2 		$114K Sell
6,927
-703
-9% -$12.4K 0.09% 345
2022
Q1 		$143K Buy
7,630
+2,941
+63% +$54.4K 0.1% 300
2021
Q4 		$84K Buy
+4,689
New +$86.5K 0.12% 241

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

Covestor's WU Position: Q2 2026 in Review

Covestor increased its Western Union (WU) stake by 5.7% in Q2 2026, buying an estimated $7.68K and bringing the position to 16,872 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #246.

Covestor first reported a position in WU in Q4 2021 and has held it in 19 quarters since. The position peaked at $324K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Covestor held 16,872 shares of Western Union worth $130K as of Q2 2026.
  • Covestor bought 916 Western Union shares in Q2 2026, an estimated $7.68K.
  • Western Union made up 0.08% of Covestor's portfolio in Q2 2026, its #246 holding.
  • Covestor first reported a position in Western Union in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Western Union position peaked at $324K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.