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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return