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Lodestone Wealth Management’s Western Union WU Stock Holding History

Lodestone Wealth Management’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 		$3.34K Buy
434
+13
+3% +$109 ﹤0.01% 643
2026
Q1 		$3.68K Buy
421
+11
+3% +$104 ﹤0.01% 619
2025
Q4 		$3.82K Buy
+410
New +$3.62K ﹤0.01% 617

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

Lodestone Wealth Management's WU Position: Q2 2026 in Review

Lodestone Wealth Management increased its Western Union (WU) stake by 3.1% in Q2 2026, buying an estimated $109 and bringing the position to 434 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Lodestone Wealth Management first reported a position in WU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.82K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Lodestone Wealth Management held 434 shares of Western Union worth $3.34K as of Q2 2026.
  • Lodestone Wealth Management bought 13 Western Union shares in Q2 2026, an estimated $109.
  • Western Union made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #643 holding.
  • Lodestone Wealth Management first reported a position in Western Union in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Western Union position peaked at $3.82K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.