SPC
WU icon

Sigma Planning Corp’s Western Union WU Stock Holding History

Sigma Planning Corp’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
-10,473
Closed -$97.5K – 1407
2025
Q4 		$97.5K Sell
10,473
-37
-0.4% -$327 ﹤0.01% 1261
2025
Q3 		$84K Buy
10,510
+189
+2% +$1.58K ﹤0.01% 1262
2025
Q2 		$86.9K Buy
+10,321
New +$98.1K ﹤0.01% 1216
2024
Q3 		– Sell
-52,697
Closed -$644K – 1284
2024
Q2 		$644K Sell
52,697
-1,231
-2% -$16K 0.02% 625
2024
Q1 		$754K Buy
53,928
+32,573
+153% +$420K 0.02% 606
2023
Q4 		$255K Sell
21,355
-18,621
-47% -$227K 0.02% 684
2023
Q3 		$527K Buy
+39,976
New +$490K 0.02% 692
2023
Q1 		– Sell
-46,195
Closed -$636K – 1366
2022
Q4 		$636K Sell
46,195
-2,117
-4% -$29.2K 0.02% 666
2022
Q3 		$652K Buy
48,312
+1,096
+2% +$17.2K 0.02% 626
2022
Q2 		$778K Buy
+47,216
New +$832K 0.03% 573
2022
Q1 		– Sell
-26,870
Closed -$479K – 1503
2021
Q4 		$479K Buy
+26,870
New +$496K 0.01% 875
2021
Q2 		– Sell
-9,276
Closed -$229K – 1501
2021
Q1 		$229K Buy
+9,276
New +$218K 0.01% 1135

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 $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sigma Planning Corp's WU Position: Q1 2026 in Review

Sigma Planning Corp sold out of Western Union (WU) in Q1 2026, closing a stake of 10,473 shares — an estimated $97.5K sold.

Sigma Planning Corp first reported a position in WU in Q1 2021 and held it in 12 quarters. The position peaked at $778K in Q2 2022. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Sigma Planning Corp reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 10,473 Western Union shares in Q1 2026, an estimated $97.5K.
  • Sigma Planning Corp first reported a position in Western Union in Q1 2021 and held it in 12 quarters.
  • Sigma Planning Corp's Western Union position peaked at $778K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.