EverSource Wealth Advisors’s Western Union WU Stock Holding History

EverSource 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	$70K	Buy	8,020 +1,509	+23%	+$14.3K	﹤0.01%	1653
2025 Q4	$60.6K	Sell	6,511 -269	-4%	-$2.38K	﹤0.01%	1624
2025 Q3	$54.2K	Sell	6,780 -3,841	-36%	-$32.1K	﹤0.01%	1653
2025 Q2	$89.4K	Buy	10,621 +905	+9%	+$8.6K	﹤0.01%	1270
2025 Q1	$103K	Sell	9,716 -9,962	-51%	-$106K	0.01%	898
2024 Q4	$209K	Buy	19,678 +18,818	+2,188%	+$209K	0.01%	639
2024 Q3	$10.3K	Sell	860 -2,456	-74%	-$29.6K	﹤0.01%	1849
2024 Q2	$39.4K	Sell	3,316 -1,135	-25%	-$14.7K	﹤0.01%	1197
2024 Q1	$59.8K	Buy	4,451 +399	+10%	+$5.14K	﹤0.01%	898
2023 Q4	$48.3K	Sell	4,052 -770	-16%	-$9.39K	﹤0.01%	914
2023 Q3	$63.5K	Buy	4,822 +281	+6%	+$3.44K	0.01%	733
2023 Q2	$53.3K	Buy	4,541 +3,516	+343%	+$40.5K	0.01%	811
2023 Q1	$11.4K	Buy	+1,025	New	+$13.3K	﹤0.01%	1299
2022 Q2	–	Sell	-295	Closed	-$6K	–	1907
2022 Q1	$6K	Sell	295 -45	-13%	-$832	﹤0.01%	1207
2021 Q4	$6K	Buy	+340	New	+$6.27K	﹤0.01%	1213

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