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Dogwood Wealth Management’s Western Union WU Stock Holding History

Dogwood 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 		– Sell
-232
Closed -$2.02K – 936
2026
Q1 		$2.02K Buy
232
+228
+5,700% +$2.16K ﹤0.01% 638
2025
Q4 		$37 Buy
+4
New +$35 ﹤0.01% 731

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Charles Schwab
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LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
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Dogwood Wealth Management's WU Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Western Union (WU) in Q2 2026, closing a stake of 232 shares — an estimated $2.02K sold.

Dogwood Wealth Management first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $2.02K in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 232 Western Union shares in Q2 2026, an estimated $2.02K.
  • Dogwood Wealth Management first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Western Union position peaked at $2.02K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.