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Perigon Wealth Management’s Western Union WU Stock Holding History

Perigon 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 		– Sell
-10,759
Closed -$93.9K – 1492
2026
Q1 		$93.9K Buy
+10,759
New +$102K ﹤0.01% 1264
2025
Q1 		– Sell
-13,631
Closed -$144K – 1105
2024
Q4 		$144K Buy
+13,631
New +$151K ﹤0.01% 1010

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

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

Perigon Wealth Management sold out of Western Union (WU) in Q2 2026, closing a stake of 10,759 shares — an estimated $93.9K sold.

Perigon Wealth Management first reported a position in WU in Q4 2024 and held it in 2 quarters. The position peaked at $144K in Q4 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Perigon Wealth Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 10,759 Western Union shares in Q2 2026, an estimated $93.9K.
  • Perigon Wealth Management first reported a position in Western Union in Q4 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Western Union position peaked at $144K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.