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Hennion & Walsh Asset Management’s Western Union WU Stock Holding History

Hennion & Walsh 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 		$205K Sell
26,680
-32,731
-55% -$275K 0.01% 927
2026
Q1 		$519K Sell
59,411
-26,955
-31% -$255K 0.02% 704
2025
Q4 		$804K Sell
86,366
-31,205
-27% -$276K 0.03% 576
2025
Q3 		$939K Sell
117,571
-15,501
-12% -$130K 0.03% 522
2025
Q2 		$1.12M Buy
133,072
+3,315
+3% +$31.5K 0.05% 465
2025
Q1 		$1.37M Buy
129,757
+11,623
+10% +$123K 0.06% 384
2024
Q4 		$1.25M Buy
118,134
+10,306
+10% +$114K 0.06% 411
2024
Q3 		$1.29M Sell
107,828
-967
-0.9% -$11.7K 0.06% 396
2024
Q2 		$1.33M Sell
108,795
-3,442
-3% -$44.7K 0.07% 356
2024
Q1 		$1.57M Buy
112,237
+1,793
+2% +$23.1K 0.08% 310
2023
Q4 		$1.32M Buy
110,444
+4,802
+5% +$58.6K 0.08% 341
2023
Q3 		$1.39M Buy
105,642
+3,909
+4% +$47.9K 0.09% 282
2023
Q2 		$1.19M Buy
101,733
+15,946
+19% +$184K 0.07% 347
2023
Q1 		$957K Buy
85,787
+15,971
+23% +$208K 0.06% 367
2022
Q4 		$961K Buy
69,816
+12,530
+22% +$173K 0.06% 346
2022
Q3 		$773K Buy
57,286
+12,230
+27% +$192K 0.05% 388
2022
Q2 		$742K Buy
45,056
+15,398
+52% +$271K 0.05% 394
2022
Q1 		$556K Buy
29,658
+9,716
+49% +$180K 0.03% 495
2021
Q4 		$356K Buy
19,942
+7,611
+62% +$140K 0.02% 612
2021
Q3 		$249K Buy
+12,331
New +$272K 0.01% 669

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 $3.38T AUM 44.17% 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

Hennion & Walsh Asset Management's WU Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Western Union (WU) stake by 55% in Q2 2026, selling an estimated $275K and leaving 26,680 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #927.

Hennion & Walsh Asset Management first reported a position in WU in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Hennion & Walsh Asset Management held 26,680 shares of Western Union worth $205K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 32,731 Western Union shares in Q2 2026, an estimated $275K.
  • Western Union made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #927 holding.
  • Hennion & Walsh Asset Management first reported a position in Western Union in Q3 2021 and has held it in 20 quarters since.
  • Hennion & Walsh Asset Management's Western Union position peaked at $1.57M in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.