Mutual Advisors’s Western Union WU Stock Holding History

Mutual Advisors’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 Q1	$200K	Buy	22,853 +10,018	+78%	+$94.8K	﹤0.01%	1274
2025 Q4	$119K	Buy	12,835 +766	+6%	+$6.76K	﹤0.01%	1271
2025 Q3	$98.2K	Buy	+12,069	New	+$101K	﹤0.01%	1259
2024 Q2	–	Sell	-40,574	Closed	-$567K	–	1169
2024 Q1	$567K	Sell	40,574 -22,890	-36%	-$295K	0.02%	655
2023 Q4	$756K	Buy	63,464 +23,489	+59%	+$287K	0.03%	533
2023 Q3	$527K	Buy	39,975 +677	+2%	+$8.3K	0.02%	608
2023 Q2	$461K	Sell	39,298 -608	-2%	-$7.01K	0.02%	658
2023 Q1	$445K	Buy	39,906 +124	+0.3%	+$1.61K	0.02%	661
2022 Q4	$548K	Sell	39,782 -9,065	-19%	-$125K	0.02%	559
2022 Q3	$659K	Buy	48,847 +3,457	+8%	+$54.2K	0.03%	489
2022 Q2	$748K	Buy	45,390 +2,339	+5%	+$41.2K	0.05%	420
2022 Q1	$807K	Buy	43,051 +1,926	+5%	+$35.6K	0.05%	441
2021 Q4	$734K	Buy	41,125 +21,400	+108%	+$395K	0.04%	480
2021 Q3	$399K	Buy	+19,725	New	+$436K	0.02%	621

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mutual Advisors's WU Position: Q1 2026 in Review

Mutual Advisors increased its Western Union (WU) stake by 78% in Q1 2026, buying an estimated $94.8K and bringing the position to 22,853 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Mutual Advisors first reported a position in WU in Q3 2021 and has held it in 14 quarters since. The position peaked at $807K in Q1 2022. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Mutual Advisors held 22,853 shares of Western Union worth $200K as of Q1 2026.
Mutual Advisors bought 10,018 Western Union shares in Q1 2026, an estimated $94.8K.
Western Union made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1274 holding.
Mutual Advisors first reported a position in Western Union in Q3 2021 and has held it in 14 quarters since.
Mutual Advisors's Western Union position peaked at $807K in Q1 2022.
507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.