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SummitTX Capital’s Western Union WU Stock Holding History

SummitTX Capital’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 		$3.79M Buy
491,857
+11,399
+2% +$95.6K 0.1% 229
2026
Q1 		$4.19M Buy
480,458
+223,154
+87% +$2.11M 0.13% 184
2025
Q4 		$2.4M Sell
257,304
-121,173
-32% -$1.07M 0.07% 280
2025
Q3 		$3.02M Buy
378,477
+48,629
+15% +$407K 0.12% 183
2025
Q2 		$2.78M Buy
329,848
+136,383
+70% +$1.3M 0.12% 200
2025
Q1 		$2.05M Buy
+193,465
New +$2.05M 0.09% 245

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

SummitTX Capital's WU Position: Q2 2026 in Review

SummitTX Capital increased its Western Union (WU) stake by 2.4% in Q2 2026, buying an estimated $95.6K and bringing the position to 491,857 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #229.

SummitTX Capital first reported a position in WU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19M in Q1 2026. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • SummitTX Capital held 491,857 shares of Western Union worth $3.79M as of Q2 2026.
  • SummitTX Capital bought 11,399 Western Union shares in Q2 2026, an estimated $95.6K.
  • Western Union made up 0.1% of SummitTX Capital's portfolio in Q2 2026, its #229 holding.
  • SummitTX Capital first reported a position in Western Union in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Western Union position peaked at $4.19M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.