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Gilpin Wealth Management’s Western Union WU Stock Holding History

Gilpin Wealth 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
Q3 		$77 Sell
13
-20
-61% -$146 ﹤0.01% 1341
2026
Q2 		$255 Sell
33
-20
-38% -$168 ﹤0.01% 863
2026
Q1 		$463 Buy
53
+20
+61% +$189 ﹤0.01% 638
2025
Q4 		$308 Buy
+33
New +$291 ﹤0.01% 543

Other funds holding WU

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Gilpin Wealth Management's WU Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Western Union (WU) stake by 61% in Q3 2026, selling an estimated $146 and leaving 13 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Gilpin Wealth Management first reported a position in WU in Q4 2025 and has held it in 4 quarters since. The position peaked at $463 in Q1 2026. 14 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Gilpin Wealth Management held 13 shares of Western Union worth $77 as of Q3 2026.
  • Gilpin Wealth Management sold 20 Western Union shares in Q3 2026, an estimated $146.
  • Western Union made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1341 holding.
  • Gilpin Wealth Management first reported a position in Western Union in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Western Union position peaked at $463 in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.