MPWM Advisory Solutions’s Western Union WU Stock Holding History

MPWM Advisory Solutions’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	$237K	Sell	30,736 -1,809	-6%	-$15.2K	0.11%	96
2026 Q1	$284K	Buy	32,545 +199	+0.6%	+$1.88K	0.15%	84
2025 Q4	$301K	Buy	32,346 +4,832	+18%	+$42.7K	0.17%	73
2025 Q3	$220K	Buy	27,514 +12,694	+86%	+$106K	0.13%	83
2025 Q2	$125K	Buy	14,820 +1,038	+8%	+$9.87K	0.08%	101
2025 Q1	$146K	Buy	+13,782	New	+$146K	0.11%	78

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MPWM Advisory Solutions's WU Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Western Union (WU) stake by 5.6% in Q2 2026, selling an estimated $15.2K and leaving 30,736 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #96.

MPWM Advisory Solutions first reported a position in WU in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

MPWM Advisory Solutions held 30,736 shares of Western Union worth $237K as of Q2 2026.
MPWM Advisory Solutions sold 1,809 Western Union shares in Q2 2026, an estimated $15.2K.
Western Union made up 0.11% of MPWM Advisory Solutions's portfolio in Q2 2026, its #96 holding.
MPWM Advisory Solutions first reported a position in Western Union in Q1 2025 and has held it in 6 quarters since.
MPWM Advisory Solutions's Western Union position peaked at $301K in Q4 2025.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.