Icon Advisers’s Western Union WU Stock Holding History

Icon Advisers’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	$1.7M	Buy	+220,500	New	+$1.85M	0.32%	110
2026 Q1	–	Sell	-220,500	Closed	-$2.05M	–	197
2025 Q4	$2.05M	Buy	220,500 +38,000	+21%	+$336K	0.44%	86
2025 Q3	$1.46M	Hold	182,500	–	–	0.32%	111
2025 Q2	$1.54M	Hold	182,500	–	–	0.35%	103
2025 Q1	$1.93M	Hold	182,500	–	–	0.45%	91
2024 Q4	$1.93M	Buy	182,500 +31,600	+21%	+$350K	0.44%	93
2024 Q3	$1.77M	Buy	150,900 +39,700	+36%	+$479K	0.37%	105
2024 Q2	$1.35M	Buy	+111,200	New	+$1.44M	0.3%	120
2021 Q3	–	Sell	-100,900	Closed	-$2.32M	–	178
2021 Q2	$2.32M	Hold	100,900	–	–	0.38%	100
2021 Q1	$2.49M	Buy	+100,900	New	+$2.38M	0.39%	94

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Icon Advisers's WU Position: Q2 2026 in Review

Icon Advisers opened a new position in Western Union (WU) in Q2 2026: 220,500 shares worth $1.7M. The stake represents 0.32% of the portfolio and ranks #110 among its holdings. This is a return to the name: Icon Advisers previously reported a position in WU as recently as Q4 2025.

Icon Advisers first reported a position in WU in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2021. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Icon Advisers held 220,500 shares of Western Union worth $1.7M as of Q2 2026.
Western Union was a new Icon Advisers position in Q2 2026.
Western Union made up 0.32% of Icon Advisers's portfolio in Q2 2026, its #110 holding.
Icon Advisers first reported a position in Western Union in Q1 2021 and has held it in 10 quarters since.
Icon Advisers's Western Union position peaked at $2.49M in Q1 2021.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.