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Daymark Wealth Partners’s Western Union WU Stock Holding History

Daymark Wealth Partners’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
-16,414
Closed -$143K – 865
2026
Q1 		$143K Buy
+16,414
New +$155K ﹤0.01% 721

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State Street
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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

Daymark Wealth Partners's WU Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Western Union (WU) in Q2 2026, closing a stake of 16,414 shares — an estimated $143K sold.

Daymark Wealth Partners first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $143K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Daymark Wealth Partners reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 16,414 Western Union shares in Q2 2026, an estimated $143K.
  • Daymark Wealth Partners first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Daymark Wealth Partners's Western Union position peaked at $143K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.