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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
Q2 		$13.1K Sell
1,699
-6,321
-79% -$53K ﹤0.01% 2740
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 – 1904
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
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
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

EverSource Wealth Advisors's WU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Western Union (WU) stake by 79% in Q2 2026, selling an estimated $53K and leaving 1,699 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

EverSource Wealth Advisors first reported a position in WU in Q4 2021 and has held it in 16 quarters since. The position peaked at $209K in Q4 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • EverSource Wealth Advisors held 1,699 shares of Western Union worth $13.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,321 Western Union shares in Q2 2026, an estimated $53K.
  • Western Union made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2740 holding.
  • EverSource Wealth Advisors first reported a position in Western Union in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Western Union position peaked at $209K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.