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Strategies Wealth Advisors’s Western Union WU Stock Holding History

Strategies 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 		$92.4K Hold
12,000
– – 0.01% 201
2026
Q1 		$105K Hold
12,000
– – 0.01% 189
2025
Q4 		$112K Buy
+12,000
New +$106K 0.01% 182

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

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

Strategies Wealth Advisors held its Western Union (WU) position steady in Q2 2026 at 12,000 shares worth $92.4K. The position accounts for 0.01% of the portfolio, ranked #201.

Strategies Wealth Advisors first reported a position in WU in Q4 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Strategies Wealth Advisors held 12,000 shares of Western Union worth $92.4K as of Q2 2026.
  • Strategies Wealth Advisors left its Western Union share count unchanged in Q2 2026.
  • Western Union made up 0.01% of Strategies Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Strategies Wealth Advisors first reported a position in Western Union in Q4 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Western Union position peaked at $112K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.