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Michels Family Financial’s Western Union WU Stock Holding History

Michels Family Financial’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 		– Sell
-41,488
Closed -$362K – 155
2026
Q1 		$362K Sell
41,488
-2,946
-7% -$27.9K 0.26% 101
2025
Q4 		$414K Sell
44,434
-2,288
-5% -$20.2K 0.3% 94
2025
Q3 		$373K Buy
46,722
+1,436
+3% +$12K 0.29% 104
2025
Q2 		$381K Sell
45,286
-2,936
-6% -$27.9K 0.33% 93
2025
Q1 		$510K Buy
48,222
+541
+1% +$5.73K 0.46% 75
2024
Q4 		$505K Buy
+47,681
New +$528K 0.46% 74

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

Michels Family Financial's WU Position: Q2 2026 in Review

Michels Family Financial sold out of Western Union (WU) in Q2 2026, closing a stake of 41,488 shares — an estimated $362K sold.

Michels Family Financial first reported a position in WU in Q4 2024 and held it in 6 quarters. The position peaked at $510K in Q1 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Michels Family Financial reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Michels Family Financial sold 41,488 Western Union shares in Q2 2026, an estimated $362K.
  • Michels Family Financial first reported a position in Western Union in Q4 2024 and held it in 6 quarters.
  • Michels Family Financial's Western Union position peaked at $510K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.