Oak Thistle LLC’s Western Union WU Stock Holding History

Oak Thistle LLC’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	–	Sell	-258,339	Closed	-$2.26M	–	650
2026 Q1	$2.26M	Buy	258,339 +57,666	+29%	+$546K	0.22%	189
2025 Q4	$1.87M	Sell	200,673 -71,156	-26%	-$628K	0.26%	132
2025 Q3	$2.17M	Buy	271,829 +101,565	+60%	+$849K	0.33%	91
2025 Q2	$1.43M	Buy	170,264 +46,670	+38%	+$444K	0.21%	179
2025 Q1	$1.31M	Buy	123,594 +78,676	+175%	+$834K	0.26%	135
2024 Q4	$476K	Buy	+44,918	New	+$498K	0.14%	258
2024 Q2	–	Sell	-14,375	Closed	-$201K	–	457
2024 Q1	$201K	Buy	+14,375	New	+$185K	0.18%	267
2023 Q4	–	Sell	-30,417	Closed	-$401K	–	669
2023 Q3	$401K	Sell	30,417 -5,506	-15%	-$67.5K	0.12%	338
2023 Q2	$421K	Buy	+35,923	New	+$414K	0.22%	193
2022 Q1	–	Sell	-31,695	Closed	-$566K	–	527
2021 Q4	$566K	Buy	+31,695	New	+$585K	0.44%	74

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Oak Thistle LLC's WU Position: Q2 2026 in Review

Oak Thistle LLC sold out of Western Union (WU) in Q2 2026, closing a stake of 258,339 shares — an estimated $2.26M sold.

Oak Thistle LLC first reported a position in WU in Q4 2021 and held it in 10 quarters. The position peaked at $2.26M in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Oak Thistle LLC reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 258,339 Western Union shares in Q2 2026, an estimated $2.26M.
Oak Thistle LLC first reported a position in Western Union in Q4 2021 and held it in 10 quarters.
Oak Thistle LLC's Western Union position peaked at $2.26M in Q1 2026.
481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.