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LRI Investments’s Western Union WU Stock Holding History

LRI Investments’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 		$6.25K Buy
811
+19
+2% +$159 ﹤0.01% 1099
2026
Q1 		$6.91K Sell
792
-1,400
-64% -$13.3K ﹤0.01% 988
2025
Q4 		$20.4K Hold
2,192
– – ﹤0.01% 690
2025
Q3 		$17.5K Buy
2,192
+36
+2% +$301 ﹤0.01% 752
2025
Q2 		$18.2K Sell
2,156
-618
-22% -$5.87K ﹤0.01% 729
2025
Q1 		$29.3K Hold
2,774
– – ﹤0.01% 611
2024
Q4 		$29.4K Hold
2,774
– – ﹤0.01% 608
2024
Q3 		$29.3K Hold
2,774
– – ﹤0.01% 592
2024
Q2 		$33.9K Hold
2,774
– – ﹤0.01% 529
2024
Q1 		$38.8K Buy
+2,774
New +$35.7K 0.01% 296

Other funds holding WU

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return