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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
2020
Q3 		– Sell
-6,000
Closed -$4K – 724
2020
Q2 		$4K Buy
+6,000
New +$122K ﹤0.01% 636

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

OneDigital Investment Advisors's WU Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 11,965 shares — an estimated $111K sold.

OneDigital Investment Advisors first reported a position in WU in Q3 2017 and held it in 10 quarters. The position peaked at $111K in Q4 2025. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,965 Western Union shares in Q1 2026, an estimated $111K.
  • OneDigital Investment Advisors first reported a position in Western Union in Q3 2017 and held it in 10 quarters.
  • OneDigital Investment Advisors's Western Union position peaked at $111K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.