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Retirement Wealth Solutions’s Western Union WU Stock Holding History

Retirement Wealth Solutions’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 		$901 Sell
117
-45
-28% -$377 ﹤0.01% 667
2026
Q1 		$1.42K Sell
162
-4
-2% -$38 ﹤0.01% 573
2025
Q4 		$1.55K Buy
166
+76
+84% +$671 ﹤0.01% 509
2025
Q3 		$720 Buy
+90
New +$753 ﹤0.01% 634

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

Retirement Wealth Solutions's WU Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Western Union (WU) stake by 28% in Q2 2026, selling an estimated $377 and leaving 117 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Retirement Wealth Solutions first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.55K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Retirement Wealth Solutions held 117 shares of Western Union worth $901 as of Q2 2026.
  • Retirement Wealth Solutions sold 45 Western Union shares in Q2 2026, an estimated $377.
  • Western Union made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #667 holding.
  • Retirement Wealth Solutions first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Western Union position peaked at $1.55K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.