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Tred Avon Family Wealth’s Western Union WU Stock Holding History

Tred Avon Family Wealth’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 		$604K Buy
78,410
+1,795
+2% +$15.1K 0.18% 157
2026
Q1 		$669K Buy
76,615
+23,125
+43% +$219K 0.22% 138
2025
Q4 		$498K Sell
53,490
-9,565
-15% -$84.5K 0.16% 158
2025
Q3 		$504K Buy
+63,055
New +$527K 0.17% 149

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tred Avon Family Wealth's WU Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Western Union (WU) stake by 2.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 78,410 shares worth $604K. The position accounts for 0.18% of the portfolio, ranked #157.

Tred Avon Family Wealth first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $669K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Tred Avon Family Wealth held 78,410 shares of Western Union worth $604K as of Q2 2026.
  • Tred Avon Family Wealth bought 1,795 Western Union shares in Q2 2026, an estimated $15.1K.
  • Western Union made up 0.18% of Tred Avon Family Wealth's portfolio in Q2 2026, its #157 holding.
  • Tred Avon Family Wealth first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Western Union position peaked at $669K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.