Diversify Advisory Services’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$112K Buy
+13,745
New +$115K ﹤0.01% 1218
2026
Q1
Sell
-10,347
Closed -$95.9K 871
2025
Q4
$95.9K Sell
10,347
-18,555
-64% -$164K ﹤0.01% 898
2025
Q3
$263K Sell
28,902
-20,179
-41% -$169K 0.01% 768
2025
Q2
$408K Buy
+49,081
New +$466K 0.02% 598

Other funds holding WU

Diversify Advisory Services's WU Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Western Union (WU) in Q2 2026: 13,745 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WU as recently as Q4 2025.

Diversify Advisory Services first reported a position in WU in Q2 2025 and has held it in 4 quarters since. The position peaked at $408K in Q2 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Diversify Advisory Services held 13,745 shares of Western Union worth $112K as of Q2 2026.
  • Western Union was a new Diversify Advisory Services position in Q2 2026.
  • Western Union made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1218 holding.
  • Diversify Advisory Services first reported a position in Western Union in Q2 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's Western Union position peaked at $408K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.