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GoalVest Advisory’s Western Union WU Stock Holding History

GoalVest Advisory’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 		– Sell
-2,569
Closed -$22.4K – 565
2026
Q1 		$22.4K Hold
2,569
– – ﹤0.01% 317
2025
Q4 		$23.9K Buy
+2,569
New +$22.7K ﹤0.01% 328
2021
Q2 		$39K Hold
1,698
– – 0.02% 158
2021
Q1 		$42K Hold
1,698
– – 0.03% 127
2020
Q4 		$37K Buy
+1,698
New +$36.8K 0.03% 132

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

GoalVest Advisory's WU Position: Q2 2026 in Review

GoalVest Advisory sold out of Western Union (WU) in Q2 2026, closing a stake of 2,569 shares — an estimated $22.4K sold.

GoalVest Advisory first reported a position in WU in Q4 2020 and held it in 5 quarters. The position peaked at $42K in Q1 2021. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • GoalVest Advisory reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 2,569 Western Union shares in Q2 2026, an estimated $22.4K.
  • GoalVest Advisory first reported a position in Western Union in Q4 2020 and held it in 5 quarters.
  • GoalVest Advisory's Western Union position peaked at $42K in Q1 2021.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.