Toth Financial Advisory’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.16K | Hold |
800
| – | – | ﹤0.01% | 633 |
|
|
2026
Q1 | $6.98K | Hold |
800
| – | – | ﹤0.01% | 604 |
|
|
2025
Q4 | $7.45K | Hold |
800
| – | – | ﹤0.01% | 596 |
|
|
2025
Q3 | $6.39K | Hold |
800
| – | – | ﹤0.01% | 581 |
|
|
2025
Q2 | $6.74K | Hold |
800
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $8.46K | Hold |
800
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $8.48K | Hold |
800
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $9.54K | Hold |
800
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $9.78K | Hold |
800
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $11.2K | Hold |
800
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $9.54K | Hold |
800
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $10.5K | Hold |
800
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $9.38K | Hold |
800
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $8.92K | Hold |
800
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $11K | Hold |
800
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 445 |
|
|
2022
Q2 | $13K | Hold |
800
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $15K | Sell |
800
-100
| -11% | -$1.85K | ﹤0.01% | 421 |
|
|
2021
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $18K | Hold |
900
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $21K | Hold |
900
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $22K | Hold |
900
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $20K | Hold |
900
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $19K | Hold |
900
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 290 |
|
|
2020
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $24K | Hold |
900
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $21K | Hold |
900
| – | – | ﹤0.01% | 273 |
|
|
2019
Q2 | $18K | Hold |
900
| – | – | ﹤0.01% | 281 |
|
|
2019
Q1 | $17K | Sell |
900
-250
| -22% | -$4.5K | ﹤0.01% | 275 |
|
|
2018
Q4 | $20K | Hold |
1,150
| – | – | 0.01% | 243 |
|
|
2018
Q3 | $22K | Hold |
1,150
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $23K | Hold |
1,150
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $22K | Hold |
1,150
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $22K | Buy |
+1,150
| New | +$22.6K | 0.01% | 268 |
|
Other funds holding WU
Toth Financial Advisory's WU Position: Q2 2026 in Review
Toth Financial Advisory held its Western Union (WU) position steady in Q2 2026 at 800 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #633.
Toth Financial Advisory first reported a position in WU in Q4 2017 and has held it in 35 quarters since. The position peaked at $24K in Q4 2019. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.
- Toth Financial Advisory held 800 shares of Western Union worth $6.16K as of Q2 2026.
- Toth Financial Advisory left its Western Union share count unchanged in Q2 2026.
- Western Union made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #633 holding.
- Toth Financial Advisory first reported a position in Western Union in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Western Union position peaked at $24K in Q4 2019.
- 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.