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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
Q2 		$106K Sell
13,818
-7,467
-35% -$62.6K ﹤0.01% 1181
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 $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

Foundations Investment Advisors's WU Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Western Union (WU) stake by 35% in Q2 2026, selling an estimated $62.6K and leaving 13,818 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Foundations Investment Advisors first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $328K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Foundations Investment Advisors held 13,818 shares of Western Union worth $106K as of Q2 2026.
  • Foundations Investment Advisors sold 7,467 Western Union shares in Q2 2026, an estimated $62.6K.
  • Western Union made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1181 holding.
  • Foundations Investment Advisors first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Western Union position peaked at $328K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.