EWA
WU icon

EP Wealth Advisors’s Western Union WU Stock Holding History

EP Wealth 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 		– Sell
-14,539
Closed -$135K – 1608
2025
Q4 		$135K Buy
+14,539
New +$128K ﹤0.01% 1431
2025
Q2 		$162K Buy
19,299
+7,879
+69% +$74.9K ﹤0.01% 1302
2025
Q1 		$121K Buy
+11,420
New +$121K ﹤0.01% 1221

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's WU Position: Q1 2026 in Review

EP Wealth Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 14,539 shares — an estimated $135K sold.

EP Wealth Advisors first reported a position in WU in Q1 2025 and held it in 3 quarters. The position peaked at $162K in Q2 2025. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • EP Wealth Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 14,539 Western Union shares in Q1 2026, an estimated $135K.
  • EP Wealth Advisors first reported a position in Western Union in Q1 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Western Union position peaked at $162K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.