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Essential Partners’s Western Union WU Stock Holding History

Essential Partners’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 		$21.5K Buy
2,796
+1,239
+80% +$10.4K 0.01% 876
2026
Q1 		$13.6K Buy
1,557
+461
+42% +$4.36K ﹤0.01% 1094
2025
Q4 		$10.2K Buy
1,096
+743
+210% +$6.56K ﹤0.01% 1163
2025
Q3 		$2.82K Sell
353
-17,614
-98% -$147K ﹤0.01% 1666
2025
Q2 		$151K Buy
+17,967
New +$171K 0.06% 308

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Essential Partners's WU Position: Q2 2026 in Review

Essential Partners increased its Western Union (WU) stake by 80% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,796 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #876.

Essential Partners first reported a position in WU in Q2 2025 and has held it in 5 quarters since. The position peaked at $151K in Q2 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Essential Partners held 2,796 shares of Western Union worth $21.5K as of Q2 2026.
  • Essential Partners bought 1,239 Western Union shares in Q2 2026, an estimated $10.4K.
  • Western Union made up 0.01% of Essential Partners's portfolio in Q2 2026, its #876 holding.
  • Essential Partners first reported a position in Western Union in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Western Union position peaked at $151K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.