TRUE Private Wealth Advisors’s Western Union WU Stock Holding History

TRUE Private 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	$289K	Buy	+37,549	New	+$315K	0.02%	232
2021 Q1	–	Sell	-650	Closed	-$14K	–	711
2020 Q4	$14K	Hold	650	–	–	﹤0.01%	502
2020 Q3	$13K	Hold	650	–	–	﹤0.01%	466
2020 Q2	$14K	Hold	650	–	–	﹤0.01%	448
2020 Q1	$11K	Sell	650 -143	-18%	-$3.51K	﹤0.01%	440
2019 Q4	$21K	Buy	+793	New	+$20.6K	﹤0.01%	482
2019 Q3	–	Sell	-793	Closed	-$15K	–	723
2019 Q2	$15K	Buy	+793	New	+$15.5K	﹤0.01%	497
2018 Q4	–	Sell	-1,241	Closed	-$23.7K	–	922
2018 Q3	$23.7K	Buy	+1,241	New	+$24.1K	﹤0.01%	575

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TRUE Private Wealth Advisors's WU Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in Western Union (WU) in Q2 2026: 37,549 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in WU as recently as Q4 2020.

TRUE Private Wealth Advisors first reported a position in WU in Q3 2018 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

TRUE Private Wealth Advisors held 37,549 shares of Western Union worth $289K as of Q2 2026.
Western Union was a new TRUE Private Wealth Advisors position in Q2 2026.
Western Union made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #232 holding.
TRUE Private Wealth Advisors first reported a position in Western Union in Q3 2018 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.