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Elevated Capital Advisors’s Western Union WU Stock Holding History

Elevated Capital Advisors’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 		$275K Sell
35,741
-24,183
-40% -$203K 0.08% 225
2026
Q1 		$523K Buy
59,924
+8,295
+16% +$78.5K 0.13% 175
2025
Q4 		$481K Sell
51,629
-5,201
-9% -$45.9K 0.11% 200
2025
Q3 		$454K Sell
56,830
-1,566
-3% -$13.1K 0.11% 205
2025
Q2 		$618K Hold
58,396
– – 0.17% 168
2025
Q1 		$618K Sell
58,396
-992
-2% -$10.5K 0.17% 168
2024
Q4 		$630K Buy
59,388
+5,629
+10% +$62.4K 0.17% 166
2024
Q3 		$641K Buy
53,759
+3,958
+8% +$47.7K 0.17% 186
2024
Q2 		$609K Buy
49,801
+6,107
+14% +$79.3K 0.17% 161
2024
Q1 		$611K Buy
43,694
+4,091
+10% +$52.7K 0.18% 124
2023
Q4 		$472K Buy
39,603
+5,469
+16% +$66.7K 0.15% 133
2023
Q3 		$450K Sell
34,134
-137
-0.4% -$1.68K 0.15% 129
2023
Q2 		$402K Buy
34,271
+5,187
+18% +$59.8K 0.13% 144
2023
Q1 		$324K Buy
29,084
+1,889
+7% +$24.6K 0.12% 147
2022
Q4 		$374K Buy
+27,195
New +$375K 0.14% 127

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 $3.38T AUM 44.17% 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

Elevated Capital Advisors's WU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Western Union (WU) stake by 40% in Q2 2026, selling an estimated $203K and leaving 35,741 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #225.

Elevated Capital Advisors first reported a position in WU in Q4 2022 and has held it in 15 quarters since. The position peaked at $641K in Q3 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Elevated Capital Advisors held 35,741 shares of Western Union worth $275K as of Q2 2026.
  • Elevated Capital Advisors sold 24,183 Western Union shares in Q2 2026, an estimated $203K.
  • Western Union made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #225 holding.
  • Elevated Capital Advisors first reported a position in Western Union in Q4 2022 and has held it in 15 quarters since.
  • Elevated Capital Advisors's Western Union position peaked at $641K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.