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Journey Strategic Wealth’s Western Union WU Stock Holding History

Journey Strategic Wealth’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 		$122K Buy
13,935
+1,804
+15% +$17.1K ﹤0.01% 799
2025
Q4 		$113K Buy
12,131
+1,021
+9% +$9.02K ﹤0.01% 746
2025
Q3 		$88.8K Buy
+11,110
New +$92.9K ﹤0.01% 700
2025
Q2 		– Sell
-12,514
Closed -$132K – 694
2025
Q1 		$132K Buy
+12,514
New +$133K ﹤0.01% 486
2022
Q2 		– Sell
-14,041
Closed -$264K – 220
2022
Q1 		$264K Buy
14,041
+1,856
+15% +$34.3K 0.03% 116
2021
Q4 		$217K Buy
+12,185
New +$225K 0.02% 179

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Journey Strategic Wealth's WU Position: Q1 2026 in Review

Journey Strategic Wealth increased its Western Union (WU) stake by 15% in Q1 2026, buying an estimated $17.1K and bringing the position to 13,935 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Journey Strategic Wealth first reported a position in WU in Q4 2021 and has held it in 6 quarters since. The position peaked at $264K in Q1 2022. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Journey Strategic Wealth held 13,935 shares of Western Union worth $122K as of Q1 2026.
  • Journey Strategic Wealth bought 1,804 Western Union shares in Q1 2026, an estimated $17.1K.
  • Western Union made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #799 holding.
  • Journey Strategic Wealth first reported a position in Western Union in Q4 2021 and has held it in 6 quarters since.
  • Journey Strategic Wealth's Western Union position peaked at $264K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.