IAAG
WU icon

Innovative Asset Advisors Group’s Western Union WU Stock Holding History

Innovative Asset Advisors Group’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
-331
Closed -$2.89K – 1039
2026
Q1 		$2.89K Buy
+331
New +$3.13K ﹤0.01% 851

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Asset Advisors Group's WU Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Western Union (WU) in Q2 2026, closing a stake of 331 shares — an estimated $2.89K sold.

Innovative Asset Advisors Group first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $2.89K in Q1 2026. 454 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 331 Western Union shares in Q2 2026, an estimated $2.89K.
  • Innovative Asset Advisors Group first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Western Union position peaked at $2.89K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.