SWIM
WU icon

Smallwood Wealth Investment Management’s Western Union WU Stock Holding History

Smallwood Wealth Investment 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
-1,609
Closed -$14K – 551
2026
Q1 		$14K Hold
1,609
– – 0.01% 292
2025
Q4 		$15K Hold
1,609
– – 0.01% 277
2025
Q3 		$12.9K Hold
1,609
– – 0.01% 298
2025
Q2 		$13.5K Hold
1,609
– – 0.01% 288
2025
Q1 		$17K Buy
+1,609
New +$17.1K 0.01% 268

Other funds holding WU

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's WU Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Western Union (WU) in Q2 2026, closing a stake of 1,609 shares — an estimated $14K sold.

Smallwood Wealth Investment Management first reported a position in WU in Q1 2025 and held it in 5 quarters. The position peaked at $17K in Q1 2025. 152 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 1,609 Western Union shares in Q2 2026, an estimated $14K.
  • Smallwood Wealth Investment Management first reported a position in Western Union in Q1 2025 and held it in 5 quarters.
  • Smallwood Wealth Investment Management's Western Union position peaked at $17K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.