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GeoWealth Management’s Western Union WU Stock Holding History

GeoWealth Management’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 		$107K Buy
13,921
+1,825
+15% +$15.3K ﹤0.01% 829
2026
Q1 		$106K Buy
+12,096
New +$115K ﹤0.01% 788
2025
Q1 		– Sell
-104
Closed -$1.1K – 1796
2024
Q4 		$1.1K Buy
+104
New +$1.15K ﹤0.01% 1690

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

GeoWealth Management's WU Position: Q2 2026 in Review

GeoWealth Management increased its Western Union (WU) stake by 15% in Q2 2026, buying an estimated $15.3K and bringing the position to 13,921 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

GeoWealth Management first reported a position in WU in Q4 2024 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • GeoWealth Management held 13,921 shares of Western Union worth $107K as of Q2 2026.
  • GeoWealth Management bought 1,825 Western Union shares in Q2 2026, an estimated $15.3K.
  • Western Union made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #829 holding.
  • GeoWealth Management first reported a position in Western Union in Q4 2024 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.