Morningstar Investment Management’s Western Union WU Stock Holding History

Morningstar Investment 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	$150K	Hold	17,198	–	–	0.01%	316
2026 Q1	$150K	Sell	17,198 -2,858	-14%	-$27.1K	0.01%	314
2025 Q4	$187K	Hold	20,056	–	–	0.01%	326
2025 Q3	$160K	Buy	20,056 +3,979	+25%	+$33.3K	0.01%	469
2025 Q2	$135K	Buy	16,077 +2,989	+23%	+$28.4K	0.01%	205
2025 Q1	$138K	Sell	13,088 -2,256	-15%	-$23.9K	0.01%	71
2024 Q4	$163K	Buy	+15,344	New	+$170K	0.01%	212

Other funds holding WU

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Morningstar Investment Management's WU Position: Q2 2026 in Review

Morningstar Investment Management held its Western Union (WU) position steady in Q2 2026 at 17,198 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #316.

Morningstar Investment Management first reported a position in WU in Q4 2024 and has held it in 7 quarters since. The position peaked at $187K in Q4 2025. 144 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Morningstar Investment Management held 17,198 shares of Western Union worth $150K as of Q2 2026.
Morningstar Investment Management left its Western Union share count unchanged in Q2 2026.
Western Union made up 0.01% of Morningstar Investment Management's portfolio in Q2 2026, its #316 holding.
Morningstar Investment Management first reported a position in Western Union in Q4 2024 and has held it in 7 quarters since.
Morningstar Investment Management's Western Union position peaked at $187K in Q4 2025.
144 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.