DiNuzzo Private Wealth’s Western Union WU Stock Holding History

DiNuzzo Private 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	$308	Sell	40 -26	-39%	-$218	﹤0.01%	1204
2026 Q1	$577	Buy	66 +9	+16%	+$85	﹤0.01%	1046
2025 Q4	$531	Buy	57 +29	+104%	+$256	﹤0.01%	1065
2025 Q3	$243	Sell	28 -20	-42%	-$167	﹤0.01%	1242
2025 Q2	$405	Sell	48 -1	-2%	-$10	﹤0.01%	1125
2025 Q1	$519	Buy	49 +6	+14%	+$64	﹤0.01%	1032
2024 Q4	$456	Sell	43 -3	-7%	-$33	﹤0.01%	1110
2024 Q3	$549	Sell	46 -9	-16%	-$109	﹤0.01%	1078
2024 Q2	$673	Buy	55 +8	+17%	+$104	﹤0.01%	937
2024 Q1	$658	Buy	47 +4	+9%	+$52	﹤0.01%	888
2023 Q4	$513	Buy	+43	New	+$525	﹤0.01%	970

Other funds holding WU

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return