Provenance Wealth Advisors’s Western Union WU Stock Holding History

Provenance 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	$246K	Hold	32,000	–	–	0.02%	124
2026 Q1	$279K	Hold	32,000	–	–	0.03%	98
2025 Q4	$298K	Hold	32,000	–	–	0.03%	90
2025 Q3	$256K	Hold	32,000	–	–	0.03%	111
2025 Q2	$269K	Hold	32,000	–	–	0.04%	102
2025 Q1	$339K	Buy	+32,000	New	+$339K	0.05%	92
2024 Q4	–	Sell	-32,000	Closed	-$382K	–	597
2024 Q3	$382K	Hold	32,000	–	–	0.05%	112
2024 Q2	$391K	Hold	32,000	–	–	0.05%	95
2024 Q1	$447K	Buy	+32,000	New	+$412K	0.06%	92

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Provenance Wealth Advisors held its Western Union (WU) position steady in Q2 2026 at 32,000 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #124.

Provenance Wealth Advisors first reported a position in WU in Q1 2024 and has held it in 9 quarters since. The position peaked at $447K in Q1 2024. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Provenance Wealth Advisors held 32,000 shares of Western Union worth $246K as of Q2 2026.
Provenance Wealth Advisors left its Western Union share count unchanged in Q2 2026.
Western Union made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Provenance Wealth Advisors first reported a position in Western Union in Q1 2024 and has held it in 9 quarters since.
Provenance Wealth Advisors's Western Union position peaked at $447K in Q1 2024.
481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.