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SageView Advisory Group’s Western Union WU Stock Holding History

SageView Advisory Group’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 		– Sell
-2,827
Closed -$26.3K – 2448
2025
Q4 		$26.3K Buy
+2,827
New +$25K ﹤0.01% 1343
2024
Q4 		– Sell
-10,768
Closed -$128K – 612
2024
Q3 		$128K Sell
10,768
-5,230
-33% -$63.1K 0.01% 502
2024
Q2 		$195K Buy
15,998
+9,800
+158% +$127K 0.01% 545
2024
Q1 		$509K Sell
6,198
-15,868
-72% -$204K 0.03% 318
2023
Q4 		$283K Buy
22,066
+8,374
+61% +$102K 0.01% 528
2023
Q3 		$180K Sell
13,692
-1,408
-9% -$17.3K 0.01% 514
2023
Q2 		$177K Buy
15,100
+4,320
+40% +$49.8K 0.01% 532
2023
Q1 		$120K Buy
+10,780
New +$140K 0.01% 455

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SageView Advisory Group's WU Position: Q1 2026 in Review

SageView Advisory Group sold out of Western Union (WU) in Q1 2026, closing a stake of 2,827 shares — an estimated $26.3K sold.

SageView Advisory Group first reported a position in WU in Q1 2023 and held it in 8 quarters. The position peaked at $509K in Q1 2024. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • SageView Advisory Group reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,827 Western Union shares in Q1 2026, an estimated $26.3K.
  • SageView Advisory Group first reported a position in Western Union in Q1 2023 and held it in 8 quarters.
  • SageView Advisory Group's Western Union position peaked at $509K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.