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Outlook Wealth Advisors’s Western Union WU Stock Holding History

Outlook Wealth 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 		$247K Buy
32,045
+16
+0% +$134 0.05% 278
2026
Q1 		$280K Buy
32,029
+180
+0.6% +$1.7K 0.07% 264
2025
Q4 		$297K Buy
31,849
+277
+0.9% +$2.45K 0.07% 242
2025
Q3 		$252K Buy
+31,572
New +$264K 0.06% 268

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Outlook Wealth Advisors's WU Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Western Union (WU) stake by 0.05% in Q2 2026, buying an estimated $134 and bringing the position to 32,045 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #278.

Outlook Wealth Advisors first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Outlook Wealth Advisors held 32,045 shares of Western Union worth $247K as of Q2 2026.
  • Outlook Wealth Advisors bought 16 Western Union shares in Q2 2026, an estimated $134.
  • Western Union made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • Outlook Wealth Advisors first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Western Union position peaked at $297K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.