Curio Wealth’s Western Union WU Stock Holding History

Curio Wealth’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	-5	Closed	-$44	–	1175
2026 Q1	$44	Buy	+5	New	+$47	﹤0.01%	1154

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Curio Wealth's WU Position: Q2 2026 in Review

Curio Wealth sold out of Western Union (WU) in Q2 2026, closing a stake of 5 shares — an estimated $44 sold.

Curio Wealth first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $44 in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Curio Wealth reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Western Union shares in Q2 2026, an estimated $44.
Curio Wealth first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
Curio Wealth's Western Union position peaked at $44 in Q1 2026.
481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

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