KWA
WU icon

Kingswood Wealth Advisors’s Western Union WU Stock Holding History

Kingswood Wealth 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
2025
Q2 		– Sell
-33,354
Closed -$352K – 796
2025
Q1 		$352K Sell
33,354
-22,124
-40% -$234K 0.03% 488
2024
Q4 		$588K Buy
55,478
+26,467
+91% +$293K 0.04% 397
2024
Q3 		$353K Sell
29,011
-2,156
-7% -$26K 0.03% 537
2024
Q2 		$381K Sell
31,167
-3,149
-9% -$40.9K 0.03% 458
2024
Q1 		$480K Buy
34,316
+599
+2% +$7.72K 0.06% 360
2023
Q4 		$402K Buy
+33,717
New +$411K 0.05% 397
2023
Q3 		– Sell
-16,568
Closed -$194K – 479
2023
Q2 		$194K Buy
+16,568
New +$191K 0.06% 249

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingswood Wealth Advisors's WU Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Western Union (WU) in Q2 2025, closing a stake of 33,354 shares — an estimated $352K sold.

Kingswood Wealth Advisors first reported a position in WU in Q2 2023 and held it in 7 quarters. The position peaked at $588K in Q4 2024. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 33,354 Western Union shares in Q2 2025, an estimated $352K.
  • Kingswood Wealth Advisors first reported a position in Western Union in Q2 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's Western Union position peaked at $588K in Q4 2024.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.