Envestnet Portfolio Solutions’s Western Union WU Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-13,008	Closed	-$121K	–	1529
2025 Q4	$121K	Buy	13,008 +2,328	+22%	+$20.6K	﹤0.01%	1477
2025 Q3	$85.3K	Buy	+10,680	New	+$89.3K	﹤0.01%	1439
2025 Q1	–	Sell	-31,918	Closed	-$338K	–	1792
2024 Q4	$338K	Buy	31,918 +5,232	+20%	+$58K	﹤0.01%	1445
2024 Q3	$318K	Sell	26,686 -364	-1%	-$4.39K	﹤0.01%	1418
2024 Q2	$331K	Buy	27,050 +1,091	+4%	+$14.2K	﹤0.01%	1330
2024 Q1	$363K	Sell	25,959 -6,318	-20%	-$81.4K	﹤0.01%	1259
2023 Q4	$385K	Buy	32,277 +1,076	+3%	+$13.1K	﹤0.01%	1169
2023 Q3	$411K	Buy	+31,201	New	+$382K	﹤0.01%	1068

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Envestnet Portfolio Solutions's WU Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Western Union (WU) in Q1 2026, closing a stake of 13,008 shares — an estimated $121K sold.

Envestnet Portfolio Solutions first reported a position in WU in Q3 2023 and held it in 8 quarters. The position peaked at $411K in Q3 2023. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 13,008 Western Union shares in Q1 2026, an estimated $121K.
Envestnet Portfolio Solutions first reported a position in Western Union in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Western Union position peaked at $411K in Q3 2023.
508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.