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Shelton Capital Management’s Western Union WU Stock Holding History

Shelton Capital 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
-10,965
Closed -$95.7K – 803
2026
Q1 		$95.7K Hold
10,965
– – ﹤0.01% 710
2025
Q4 		$102K Buy
+10,965
New +$96.8K ﹤0.01% 692
2025
Q3 		– Sell
-12,497
Closed -$105K – 774
2025
Q2 		$105K Hold
12,497
– – ﹤0.01% 700
2025
Q1 		$132K Sell
12,497
-1,132
-8% -$12K ﹤0.01% 683
2024
Q4 		$144K Hold
13,629
– – ﹤0.01% 711
2024
Q3 		$163K Hold
13,629
– – ﹤0.01% 727
2024
Q2 		$167K Sell
13,629
-2,545
-16% -$33.1K ﹤0.01% 696
2024
Q1 		$226K Hold
16,174
– – 0.01% 662
2023
Q4 		$193K Sell
16,174
-1,298
-7% -$15.8K 0.01% 704
2023
Q3 		$230K Sell
17,472
-1,319
-7% -$16.2K 0.01% 587
2023
Q2 		$220K Sell
18,791
-499
-3% -$5.75K 0.01% 651
2023
Q1 		$215K Sell
19,290
-1,013
-5% -$13.2K 0.01% 653
2022
Q4 		$280K Sell
20,303
-531
-3% -$7.33K 0.03% 471
2022
Q3 		$281K Sell
20,834
-1,099
-5% -$17.2K 0.01% 481
2022
Q2 		$361K Buy
21,933
+1
+0% +$18 0.02% 402
2022
Q1 		$411K Buy
+21,932
New +$406K 0.02% 421
2021
Q4 		– Sell
-58,430
Closed -$1.18M – 892
2021
Q3 		$1.18M Sell
58,430
-2,694
-4% -$59.5K 0.05% 264
2021
Q2 		$1.4M Sell
61,124
-64,512
-51% -$1.61M 0.05% 251
2021
Q1 		$3.1M Buy
125,636
+60,822
+94% +$1.43M 0.11% 183
2020
Q4 		$1.42M Sell
64,814
-10,894
-14% -$236K 0.06% 232
2020
Q3 		$1.62M Sell
75,708
-79,866
-51% -$1.81M 0.07% 287
2020
Q2 		$3.36M Buy
155,574
+76,204
+96% +$1.55M 0.19% 108
2020
Q1 		$1.44M Buy
+79,370
New +$1.95M 0.1% 184

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

Shelton Capital Management's WU Position: Q2 2026 in Review

Shelton Capital Management sold out of Western Union (WU) in Q2 2026, closing a stake of 10,965 shares — an estimated $95.7K sold.

Shelton Capital Management first reported a position in WU in Q1 2020 and held it in 23 quarters. The position peaked at $3.36M in Q2 2020. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Shelton Capital Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 10,965 Western Union shares in Q2 2026, an estimated $95.7K.
  • Shelton Capital Management first reported a position in Western Union in Q1 2020 and held it in 23 quarters.
  • Shelton Capital Management's Western Union position peaked at $3.36M in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.