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	–	1409
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	–	1285
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	–	1368
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	–	1504
2021 Q4	$479K	Buy	+26,870	New	+$496K	0.01%	875
2021 Q2	–	Sell	-9,276	Closed	-$229K	–	1504
2021 Q1	$229K	Buy	+9,276	New	+$218K	0.01%	1135

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return