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Intentional Wealth Strategies’s Western Union WU Stock Holding History

Intentional Wealth Strategies’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
-392
Closed -$3.42K – 901
2026
Q1 		$3.42K Buy
+392
New +$3.71K ﹤0.01% 559

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

Intentional Wealth Strategies's WU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Western Union (WU) in Q2 2026, closing a stake of 392 shares — an estimated $3.42K sold.

Intentional Wealth Strategies first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $3.42K in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 392 Western Union shares in Q2 2026, an estimated $3.42K.
  • Intentional Wealth Strategies first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Western Union position peaked at $3.42K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.