Occidental Asset Management’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12,774
Closed -$112K 347
2026
Q1
$112K Buy
+12,774
New +$121K 0.01% 276

Other funds holding WU

Occidental Asset Management's WU Position: Q2 2026 in Review

Occidental Asset Management sold out of Western Union (WU) in Q2 2026, closing a stake of 12,774 shares — an estimated $112K sold.

Occidental Asset Management first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $112K in Q1 2026. 482 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Occidental Asset Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Occidental Asset Management sold 12,774 Western Union shares in Q2 2026, an estimated $112K.
  • Occidental Asset Management first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Occidental Asset Management's Western Union position peaked at $112K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.