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Peak Wealth Management’s Western Union WU Stock Holding History

Peak Wealth Management’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 		$80.8K Hold
10,500
– – 0.06% 59
2026
Q1 		$91.7K Hold
10,500
– – 0.08% 54
2025
Q4 		$97.8K Buy
+10,500
New +$92.7K 0.08% 51

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Peak Wealth Management's WU Position: Q2 2026 in Review

Peak Wealth Management held its Western Union (WU) position steady in Q2 2026 at 10,500 shares worth $80.8K. The position accounts for 0.06% of the portfolio, ranked #59.

Peak Wealth Management first reported a position in WU in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.8K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Peak Wealth Management held 10,500 shares of Western Union worth $80.8K as of Q2 2026.
  • Peak Wealth Management left its Western Union share count unchanged in Q2 2026.
  • Western Union made up 0.06% of Peak Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Peak Wealth Management first reported a position in Western Union in Q4 2025 and has held it in 3 quarters since.
  • Peak Wealth Management's Western Union position peaked at $97.8K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.