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Dakota Wealth Management’s Western Union WU Stock Holding History

Dakota Wealth 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 		$417K Sell
54,163
-2,755
-5% -$23.1K 0.01% 603
2026
Q1 		$497K Sell
56,918
-1,060
-2% -$10K 0.01% 544
2025
Q4 		$540K Sell
57,978
-6,344
-10% -$56K 0.01% 538
2025
Q3 		$514K Buy
64,322
+1,825
+3% +$15.3K 0.01% 469
2025
Q2 		$526K Sell
62,497
-570
-0.9% -$5.42K 0.01% 504
2025
Q1 		$667K Buy
63,067
+12,186
+24% +$129K 0.02% 458
2024
Q4 		$539K Sell
50,881
-2,313
-4% -$25.6K 0.01% 492
2024
Q3 		$635K Sell
53,194
-2,872
-5% -$34.6K 0.01% 466
2024
Q2 		$685K Buy
56,066
+979
+2% +$12.7K 0.02% 445
2024
Q1 		$770K Buy
+55,087
New +$710K 0.02% 416

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

Dakota Wealth Management's WU Position: Q2 2026 in Review

Dakota Wealth Management reduced its Western Union (WU) stake by 4.8% in Q2 2026, selling an estimated $23.1K and leaving 54,163 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #603.

Dakota Wealth Management first reported a position in WU in Q1 2024 and has held it in 10 quarters since. The position peaked at $770K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Dakota Wealth Management held 54,163 shares of Western Union worth $417K as of Q2 2026.
  • Dakota Wealth Management sold 2,755 Western Union shares in Q2 2026, an estimated $23.1K.
  • Western Union made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Dakota Wealth Management first reported a position in Western Union in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's Western Union position peaked at $770K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

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