Lido Advisors
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Lido Advisors’s Western Union WU Stock Holding History

Lido 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
Q2 		$404K Buy
+52,528
New +$441K ﹤0.01% 1592

Other funds holding WU

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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

Lido Advisors's WU Position: Q2 2026 in Review

Lido Advisors opened a new position in Western Union (WU) in Q2 2026: 52,528 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings.

481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Lido Advisors held 52,528 shares of Western Union worth $404K as of Q2 2026.
  • Western Union was a new Lido Advisors position in Q2 2026.
  • Western Union made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1592 holding.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.