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Evergreen Capital Management’s Western Union WU Stock Holding History

Evergreen Capital Management’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 		– Sell
-26,486
Closed -$231K – 1679
2026
Q1 		$231K Buy
+26,486
New +$251K 0.01% 1299
2023
Q1 		– Sell
-13,961
Closed -$192K – 763
2022
Q4 		$192K Buy
+13,961
New +$193K 0.01% 625

Other funds holding WU

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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 $3.37T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evergreen Capital Management's WU Position: Q2 2026 in Review

Evergreen Capital Management sold out of Western Union (WU) in Q2 2026, closing a stake of 26,486 shares — an estimated $231K sold.

Evergreen Capital Management first reported a position in WU in Q4 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Evergreen Capital Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 26,486 Western Union shares in Q2 2026, an estimated $231K.
  • Evergreen Capital Management first reported a position in Western Union in Q4 2022 and held it in 2 quarters.
  • Evergreen Capital Management's Western Union position peaked at $231K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.