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CWA Asset Management Group’s Western Union WU Stock Holding History

CWA Asset Management Group’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 		$2.22M Buy
288,065
+25,032
+10% +$210K 0.07% 262
2026
Q1 		$2.3M Buy
263,033
+54,334
+26% +$514K 0.08% 237
2025
Q4 		$1.94M Buy
208,699
+31,667
+18% +$280K 0.07% 242
2025
Q3 		$1.41M Buy
177,032
+21,221
+14% +$177K 0.05% 292
2025
Q2 		$1.31M Buy
155,811
+37,748
+32% +$359K 0.06% 284
2025
Q1 		$1.25M Buy
118,063
+30,134
+34% +$319K 0.06% 254
2024
Q4 		$932K Buy
87,929
+7,738
+10% +$85.7K 0.05% 269
2024
Q3 		$957K Buy
+80,191
New +$967K 0.05% 259
2024
Q1 		$888K Sell
63,503
-4,595
-7% -$59.2K 0.05% 245
2023
Q4 		$812K Buy
68,098
+32,525
+91% +$397K 0.06% 185
2023
Q3 		$469K Buy
35,573
+3,782
+12% +$46.4K 0.03% 228
2023
Q2 		$373K Buy
31,791
+1,141
+4% +$13.1K 0.03% 253
2023
Q1 		$342K Buy
+30,650
New +$399K 0.03% 245

Other funds holding WU

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return