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 Q2	–	Sell	-7	Closed	-$63	–	952
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%	1006
2022 Q2	$0	Sell	5 -28	-85%	-$494	﹤0.01%	1050
2022 Q1	$0	Hold	33	–	–	﹤0.01%	1020
2021 Q4	$0	Hold	33	–	–	﹤0.01%	1001
2021 Q3	$0	Buy	33 +6	+22%	+$133	﹤0.01%	1004
2021 Q2	$0	Buy	27 +7	+35%	+$174	﹤0.01%	980
2021 Q1	$0	Sell	20 -33	-62%	-$777	﹤0.01%	939
2020 Q4	$1K	Buy	+53	New	+$1.15K	﹤0.01%	773

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SOA Wealth Advisors's WU Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 7 shares — an estimated $63 sold.

SOA Wealth Advisors first reported a position in WU in Q4 2020 and held it in 22 quarters. The position peaked at $1K in Q4 2020. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

SOA Wealth Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 7 Western Union shares in Q2 2026, an estimated $63.
SOA Wealth Advisors first reported a position in Western Union in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Western Union position peaked at $1K in Q4 2020.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.