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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
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 $5.72T 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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Outlook Wealth Advisors's WU Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Western Union (WU) stake by 0.57% in Q1 2026, buying an estimated $1.7K and bringing the position to 32,029 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #264.

Outlook Wealth Advisors first reported a position in WU in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Outlook Wealth Advisors held 32,029 shares of Western Union worth $280K as of Q1 2026.
  • Outlook Wealth Advisors bought 180 Western Union shares in Q1 2026, an estimated $1.7K.
  • Western Union made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #264 holding.
  • Outlook Wealth Advisors first reported a position in Western Union in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Western Union position peaked at $297K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.