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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

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

LRI Investments's WU Position: Q2 2026 in Review

LRI Investments increased its Western Union (WU) stake by 2.4% in Q2 2026, buying an estimated $159 and bringing the position to 811 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

LRI Investments first reported a position in WU in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.8K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • LRI Investments held 811 shares of Western Union worth $6.25K as of Q2 2026.
  • LRI Investments bought 19 Western Union shares in Q2 2026, an estimated $159.
  • Western Union made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1099 holding.
  • LRI Investments first reported a position in Western Union in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Western Union position peaked at $38.8K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.