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Diversify Wealth Management’s Western Union WU Stock Holding History

Diversify 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 		$112K Sell
13,745
-1,737
-11% -$14.6K ﹤0.01% 1218
2026
Q1 		$139K Buy
+15,482
New +$147K ﹤0.01% 1112

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

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

Diversify Wealth Management reduced its Western Union (WU) stake by 11% in Q2 2026, selling an estimated $14.6K and leaving 13,745 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Diversify Wealth Management first reported a position in WU in Q1 2026 and has held it in 2 quarters since. The position peaked at $139K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Diversify Wealth Management held 13,745 shares of Western Union worth $112K as of Q2 2026.
  • Diversify Wealth Management sold 1,737 Western Union shares in Q2 2026, an estimated $14.6K.
  • Western Union made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1218 holding.
  • Diversify Wealth Management first reported a position in Western Union in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Western Union position peaked at $139K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.