OIA
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OneDigital Investment Advisors’s Western Union WU Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-11,965
Closed -$111K – 1606
2025
Q4 		$111K Buy
+11,965
New +$106K ﹤0.01% 1467
2020
Q3 		– Sell
-4,256
Closed -$92K – 724
2020
Q2 		$92K Buy
+4,256
New +$86.4K 0.01% 589
2019
Q3 		– Sell
-50
Closed -$1K – 1170
2019
Q2 		$1K Hold
50
– – ﹤0.01% 1182
2019
Q1 		$1K Hold
50
– – ﹤0.01% 1102
2018
Q4 		$1K Hold
50
– – ﹤0.01% 1086
2018
Q3 		$1K Sell
50
-115
-70% -$2.23K ﹤0.01% 1025
2018
Q2 		$3K Sell
165
-115
-41% -$2.29K ﹤0.01% 1239
2018
Q1 		$5K Buy
280
+115
+70% +$2.31K ﹤0.01% 1161
2017
Q4 		$3K Buy
165
+115
+230% +$2.26K ﹤0.01% 1151
2017
Q3 		$1K Buy
+50
New +$953 ﹤0.01% 1022

Other funds holding WU

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return