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HB Wealth Management’s Western Union WU Stock Holding History

HB 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
Q2 		– Sell
-11,804
Closed -$103K – 1793
2026
Q1 		$103K Buy
+11,804
New +$112K ﹤0.01% 1497
2025
Q2 		– Sell
-14,605
Closed -$155K – 1308
2025
Q1 		$155K Buy
+14,605
New +$155K ﹤0.01% 1157

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HB Wealth Management's WU Position: Q2 2026 in Review

HB Wealth Management sold out of Western Union (WU) in Q2 2026, closing a stake of 11,804 shares — an estimated $103K sold.

HB Wealth Management first reported a position in WU in Q1 2025 and held it in 2 quarters. The position peaked at $155K in Q1 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • HB Wealth Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 11,804 Western Union shares in Q2 2026, an estimated $103K.
  • HB Wealth Management first reported a position in Western Union in Q1 2025 and held it in 2 quarters.
  • HB Wealth Management's Western Union position peaked at $155K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.