J.W. Cole Advisors’s Western Union WU Stock Holding History

J.W. Cole Advisors’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 Q1	–	Sell	-11,761	Closed	-$105K	–	1495
2025 Q4	$105K	Buy	+11,761	New	+$104K	﹤0.01%	1376

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

J.W. Cole Advisors's WU Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 11,761 shares — an estimated $105K sold.

J.W. Cole Advisors first reported a position in WU in Q4 2025 and held it in 1 quarter. The position peaked at $105K in Q4 2025. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

J.W. Cole Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 11,761 Western Union shares in Q1 2026, an estimated $105K.
J.W. Cole Advisors first reported a position in Western Union in Q4 2025 and held it in 1 quarter.
J.W. Cole Advisors's Western Union position peaked at $105K in Q4 2025.
512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.