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Spire Wealth Management’s Western Union WU Stock Holding History

Spire Wealth 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
-114
Closed -$995 – 2386
2026
Q1 		$995 Sell
114
-20
-15% -$189 ﹤0.01% 2149
2025
Q4 		$1.25K Sell
134
-1
-0.7% -$9 ﹤0.01% 2164
2025
Q3 		$1.08K Buy
+135
New +$1.13K ﹤0.01% 2263
2025
Q1 		– Sell
-278
Closed -$2.95K – 2588
2024
Q4 		$2.95K Buy
278
+63
+29% +$698 ﹤0.01% 2166
2024
Q3 		$2.56K Buy
215
+22
+11% +$265 ﹤0.01% 1953
2024
Q2 		$2.36K Sell
193
-46
-19% -$598 ﹤0.01% 1980
2024
Q1 		$3.34K Buy
239
+81
+51% +$1.04K ﹤0.01% 2006
2023
Q4 		$1.91K Sell
158
-150
-49% -$1.83K ﹤0.01% 2152
2023
Q3 		$4.06K Buy
308
+170
+123% +$2.08K ﹤0.01% 1981
2023
Q2 		$1.62K Buy
138
+3
+2% +$35 ﹤0.01% 2229
2023
Q1 		$1.5K Sell
135
-295
-69% -$3.84K ﹤0.01% 2317
2022
Q4 		$6K Buy
430
+300
+231% +$4.14K ﹤0.01% 1802
2022
Q3 		$2K Buy
130
+2
+2% +$31 ﹤0.01% 2008
2022
Q2 		$2K Sell
128
-165
-56% -$2.91K ﹤0.01% 2411
2022
Q1 		$5K Sell
293
-2,038
-87% -$37.7K ﹤0.01% 2254
2021
Q4 		$42K Buy
+2,331
New +$43K ﹤0.01% 1812
2021
Q3 		– Sell
-400
Closed -$9K – 2660
2021
Q2 		$9K Sell
400
-10,842
-96% -$270K ﹤0.01% 2173
2021
Q1 		$285K Buy
+11,242
New +$265K 0.01% 895

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spire Wealth Management's WU Position: Q2 2026 in Review

Spire Wealth Management sold out of Western Union (WU) in Q2 2026, closing a stake of 114 shares — an estimated $995 sold.

Spire Wealth Management first reported a position in WU in Q1 2021 and held it in 18 quarters. The position peaked at $285K in Q1 2021. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Spire Wealth Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 114 Western Union shares in Q2 2026, an estimated $995.
  • Spire Wealth Management first reported a position in Western Union in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Western Union position peaked at $285K in Q1 2021.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.