SOA Wealth Advisors’s Western Union WU Stock Holding History

SOA Wealth Advisors’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	$63	Hold	7	–	–	﹤0.01%	846
2025 Q4	$66	Hold	7	–	–	﹤0.01%	844
2025 Q3	$55	Hold	7	–	–	﹤0.01%	874
2025 Q2	$56	Buy	7 +1	+17%	+$10	﹤0.01%	856
2025 Q1	$69	Hold	6	–	–	﹤0.01%	857
2024 Q4	$67	Hold	6	–	–	﹤0.01%	851
2024 Q3	$74	Hold	6	–	–	﹤0.01%	819
2024 Q2	$75	Hold	6	–	–	﹤0.01%	834
2024 Q1	$82	Hold	6	–	–	﹤0.01%	883
2023 Q4	$69	Hold	6	–	–	﹤0.01%	889
2023 Q3	$75	Hold	6	–	–	﹤0.01%	911
2023 Q2	$65	Buy	6 +1	+20%	+$12	﹤0.01%	919
2023 Q1	$61	Hold	5	–	–	﹤0.01%	947
2022 Q4	$74	Hold	5	–	–	﹤0.01%	949
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1008
2022 Q2	$0	Sell	5 -28	-85%	-$494	﹤0.01%	1053
2022 Q1	$0	Hold	33	–	–	﹤0.01%	1025
2021 Q4	$0	Hold	33	–	–	﹤0.01%	1002
2021 Q3	$0	Buy	33 +6	+22%	+$133	﹤0.01%	1007
2021 Q2	$0	Buy	27 +7	+35%	+$174	﹤0.01%	983
2021 Q1	$0	Sell	20 -33	-62%	-$777	﹤0.01%	942
2020 Q4	$1K	Buy	+53	New	+$1.15K	﹤0.01%	773

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