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WU icon

NewEdge Advisors’s Western Union WU Stock Holding History

NewEdge 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
Q2 		$9.39K Hold
1,220
– – ﹤0.01% 3556
2026
Q1 		$10.7K Buy
1,220
+241
+25% +$2.28K ﹤0.01% 3382
2025
Q4 		$9.12K Sell
979
-574
-37% -$5.07K ﹤0.01% 3497
2025
Q3 		$12.4K Buy
1,553
+52
+3% +$435 ﹤0.01% 3270
2025
Q2 		$12.6K Buy
1,501
+74
+5% +$703 ﹤0.01% 3119
2025
Q1 		$15.1K Buy
1,427
+667
+88% +$7.07K ﹤0.01% 2957
2024
Q4 		$8.06K Hold
760
– – ﹤0.01% 3093
2024
Q3 		$9.07K Buy
760
+143
+23% +$1.73K ﹤0.01% 2972
2024
Q2 		$7.54K Sell
617
-437
-41% -$5.68K ﹤0.01% 2957
2024
Q1 		$14.7K Sell
1,054
-78
-7% -$1K ﹤0.01% 2737
2023
Q4 		$13.5K Sell
1,132
-1,028
-48% -$12.5K ﹤0.01% 2730
2023
Q3 		$28.5K Buy
2,160
+1,019
+89% +$12.5K ﹤0.01% 2277
2023
Q2 		$13.4K Sell
1,141
-700
-38% -$8.07K ﹤0.01% 2511
2023
Q1 		$20.5K Sell
1,841
-45
-2% -$586 ﹤0.01% 2333
2022
Q4 		$639 Buy
+1,886
New +$26K ﹤0.01% 3132
2017
Q3 		– Sell
-786
Closed -$14.7K – 1136
2017
Q2 		$14.7K Buy
+786
New +$15.2K ﹤0.01% 828

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewEdge Advisors's WU Position: Q2 2026 in Review

NewEdge Advisors held its Western Union (WU) position steady in Q2 2026 at 1,220 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

NewEdge Advisors first reported a position in WU in Q2 2017 and has held it in 16 quarters since. The position peaked at $28.5K in Q3 2023. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • NewEdge Advisors held 1,220 shares of Western Union worth $9.39K as of Q2 2026.
  • NewEdge Advisors left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3556 holding.
  • NewEdge Advisors first reported a position in Western Union in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Western Union position peaked at $28.5K in Q3 2023.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.