GHAM
WU icon

Gilman Hill Asset Management’s Western Union WU Stock Holding History

Gilman Hill Asset 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 		$6.5M Buy
844,517
+45,505
+6% +$382K 0.89% 45
2026
Q1 		$6.98M Buy
799,012
+66,230
+9% +$627K 1.05% 38
2025
Q4 		$6.82M Sell
732,782
-39,672
-5% -$350K 1.07% 33
2025
Q3 		$6.17M Buy
772,454
+904
+0.1% +$7.56K 0.97% 42
2025
Q2 		$6.5M Buy
771,550
+30,230
+4% +$287K 1.06% 34
2025
Q1 		$7.84M Buy
741,320
+268,494
+57% +$2.85M 1.36% 21
2024
Q4 		$5.01M Sell
472,826
-126,971
-21% -$1.41M 0.87% 40
2024
Q3 		$7.16M Buy
599,797
+12,825
+2% +$155K 1.2% 25
2024
Q2 		$7.17M Buy
586,972
+27,724
+5% +$360K 1.3% 24
2024
Q1 		$7.82M Buy
559,248
+109,014
+24% +$1.4M 1.4% 21
2023
Q4 		$5.37M Sell
450,234
-35,584
-7% -$434K 1% 35
2023
Q3 		$6.4M Buy
485,818
+17,206
+4% +$211K 1.26% 25
2023
Q2 		$5.5M Buy
468,612
+5,673
+1% +$65.4K 1.02% 36
2023
Q1 		$5.16M Buy
462,939
+439
+0.1% +$5.71K 1.05% 35
2022
Q4 		$6.37M Buy
462,500
+31,914
+7% +$441K 1.31% 25
2022
Q3 		$5.81M Buy
430,586
+6,042
+1% +$94.7K 1.36% 23
2022
Q2 		$6.99M Buy
424,544
+51,995
+14% +$917K 1.5% 23
2022
Q1 		$6.98M Sell
372,549
-13,010
-3% -$241K 1.59% 21
2021
Q4 		$6.88M Buy
+385,559
New +$7.11M 1.53% 23

Other funds holding WU

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return