Focus Partners Wealth
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Focus Partners Wealth’s Western Union WU Stock Holding History

Focus Partners Wealth’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
-1,364,400
Closed -$11.9M – 2982
2026
Q1 		$11.9M Buy
1,364,400
+1,350,238
+9,534% +$12.8M 0.01% 668
2025
Q4 		$131K Buy
+14,162
New +$125K ﹤0.01% 2517
2025
Q2 		– Sell
-27,535
Closed -$291K – 2140
2025
Q1 		$291K Buy
27,535
+13,302
+93% +$141K ﹤0.01% 1585
2024
Q4 		$151K Buy
14,233
+1,493
+12% +$16.5K ﹤0.01% 1762
2024
Q3 		$152K Buy
+12,740
New +$154K ﹤0.01% 1488

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

Focus Partners Wealth's WU Position: Q2 2026 in Review

Focus Partners Wealth sold out of Western Union (WU) in Q2 2026, closing a stake of 1,364,400 shares — an estimated $11.9M sold.

Focus Partners Wealth first reported a position in WU in Q3 2024 and held it in 5 quarters. The position peaked at $11.9M in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Focus Partners Wealth reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 1,364,400 Western Union shares in Q2 2026, an estimated $11.9M.
  • Focus Partners Wealth first reported a position in Western Union in Q3 2024 and held it in 5 quarters.
  • Focus Partners Wealth's Western Union position peaked at $11.9M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.