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 Q3	$132K	Buy	21,996 +8,212	+60%	+$59.9K	0.03%	425
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

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Net Worth Advisory Group's WU Position: Q3 2026 in Review

Net Worth Advisory Group increased its Western Union (WU) stake by 60% in Q3 2026, buying an estimated $59.9K and bringing the position to 21,996 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #425.

Net Worth Advisory Group first reported a position in WU in Q2 2025 and has held it in 6 quarters since. The position peaked at $138K in Q4 2025. 154 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Net Worth Advisory Group held 21,996 shares of Western Union worth $132K as of Q3 2026.
Net Worth Advisory Group bought 8,212 Western Union shares in Q3 2026, an estimated $59.9K.
Western Union made up 0.03% of Net Worth Advisory Group's portfolio in Q3 2026, its #425 holding.
Net Worth Advisory Group first reported a position in Western Union in Q2 2025 and has held it in 6 quarters since.
Net Worth Advisory Group's Western Union position peaked at $138K in Q4 2025.
154 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.