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Foundations Investment Advisors’s Western Union WU Stock Holding History

Foundations Investment 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 		$186K Sell
21,285
-13,913
-40% -$132K ﹤0.01% 1117
2025
Q4 		$328K Sell
35,198
-1,998
-5% -$17.6K ﹤0.01% 859
2025
Q3 		$297K Buy
+37,196
New +$311K ﹤0.01% 855

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Foundations Investment Advisors's WU Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Western Union (WU) stake by 40% in Q1 2026, selling an estimated $132K and leaving 21,285 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Foundations Investment Advisors first reported a position in WU in Q3 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Foundations Investment Advisors held 21,285 shares of Western Union worth $186K as of Q1 2026.
  • Foundations Investment Advisors sold 13,913 Western Union shares in Q1 2026, an estimated $132K.
  • Western Union made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1117 holding.
  • Foundations Investment Advisors first reported a position in Western Union in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Western Union position peaked at $328K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.