Net Worth Advisory Group’s Western Union WU Stock Holding History

Net Worth Advisory Group’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	$106K	Sell	13,784 -614	-4%	-$5.15K	0.03%	406
2026 Q1	$126K	Sell	14,398 -470	-3%	-$4.45K	0.03%	428
2025 Q4	$138K	Buy	14,868 +389	+3%	+$3.44K	0.03%	433
2025 Q3	$116K	Sell	14,479 -411	-3%	-$3.44K	0.03%	398
2025 Q2	$125K	Buy	+14,890	New	+$142K	0.03%	425

Other funds holding WU

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Net Worth Advisory Group's WU Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Western Union (WU) stake by 4.3% in Q2 2026, selling an estimated $5.15K and leaving 13,784 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #406.

Net Worth Advisory Group first reported a position in WU in Q2 2025 and has held it in 5 quarters since. The position peaked at $138K in Q4 2025. 65 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Net Worth Advisory Group held 13,784 shares of Western Union worth $106K as of Q2 2026.
Net Worth Advisory Group sold 614 Western Union shares in Q2 2026, an estimated $5.15K.
Western Union made up 0.03% of Net Worth Advisory Group's portfolio in Q2 2026, its #406 holding.
Net Worth Advisory Group first reported a position in Western Union in Q2 2025 and has held it in 5 quarters since.
Net Worth Advisory Group's Western Union position peaked at $138K in Q4 2025.
65 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.