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Garton & Associates Financial Advisors’s Western Union WU Stock Holding History

Garton & Associates Financial 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 		– Sell
-9,564
Closed -$89K – 708
2025
Q4 		$89K Buy
+9,564
New +$84.5K 0.05% 258

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Charles Schwab
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Garton & Associates Financial Advisors's WU Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 9,564 shares — an estimated $89K sold.

Garton & Associates Financial Advisors first reported a position in WU in Q4 2025 and held it in 1 quarter. The position peaked at $89K in Q4 2025. 510 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 9,564 Western Union shares in Q1 2026, an estimated $89K.
  • Garton & Associates Financial Advisors first reported a position in Western Union in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Western Union position peaked at $89K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.